No matter if checklist or questionnaire – with Lano you can create templates for various purposes with just a few clicks.
You can get to an overview of your templates through the menu under Templates > Templates. Here you click on the green button on the top right to create a new template.
An input screen will then open through which you can assemble your template.
First, give your template a name and choose under “Template type” for what purpose (Project, Task, Task Request, Onboarding Request) you want to use the template.
Put a checkmark in the checkbox if you want the template to be used for every invitation, creation of projects and assignments, or use of resources. 
Now you can start with the assembly of your template. To start, click on “Add Field”. 
You can use 7 components to create a template. Here you can see all elements of a template in an overview.
You can view a draft of your template at any time. To create and save a template, click on “Create”.