Templates

Who: Makers

This section allows you to modify your existing templates and to create new ones.

• Create a new template:

• Click the "Create new template" button.

• Give your template a name and a short description. The description can include questions or 'talking points' you'd like users to address when creating new projects (e.g., "What problem are you solving?", "What users are impacted?", "What are the KPIs?").

• Template creation page:

• Add Labels: categorize your template for easy identification.

• Define Stages and Milestones: outline the project's stages and milestones, assigning corresponding owners and approvers if needed.

To add new stages to your template, ensure they are created in the Stage Management module first.

• Required documents: specify any documents that need to be provided or filled out (e.g., Figma mocks, PRD).