Pre-requisites
As an Admin, you can create Company-level templates that users within your workspace can use.
Overview
By consolidating your most frequently used Punch Stamps into a template, you ensure consistency and simplify the process of applying stamps to your projects. This feature helps you maintain a standardized approach, reduce manual errors, and boost overall productivity, allowing your team to focus more on project execution and less on administrative tasks.
Process
Creating a template
Within Lists & Templates, navigate to Punch Stamps.
Click "Create New Template".
Add a name and description for your template. Here, you can also choose where you want to save your template (Your Templates or Company Templates).
Click "Add New Stamp". Here, you can customize your stamp. You can add multiple stamps at once. Make sure to click "Save" on each stamp.
Once your stamps are ready, click "Create".
Applying a template
Within a project, navigate to Project Settings.
Go to Punch Lists.
Click Apply Template.
Select your template and Apply.
As an Admin, create and apply Company-level Punch Stamp templates to streamline workflows, maintain consistency, and reduce errors—empowering your team to focus on project success!