Template

When you create an event, a plan or an assignment, they are created on a template that is predestinated to contain certain information. You have the possibility to create your own personal templates.

When you create an event, a plan or an assignment, they are created from a template that is predestinated to contain certain information. For example, when you create an assignment, the type of assignment is always suggested to be "Text". Your organization has made global templates for event, plan and assignments. You can make your own personal template if you feel that the ones you usually create do not have the most common setting you need and you always need to fill in the same things over and over again.

When you are in the calendar view you have an icon up to the right of the screen. Click here and you will be able to choose to create your own personal template.

You can also create templates when you are in My assignment. The same function is reachable from the menu in the top of the list. In My assignment you can create plans and assignment, therefore it is these two types of template you can make here.

Example of an assignment template

You have chosen to create a personal template of the assignment. The editing dialog for your template is opened. You can clearly see that you are creating a template in the purple border, in the headline you see it is an assignment template your are editing.

You make three settings:

  • Type of assignment (photo)

  • You set your self as assignee

  • You set the topic to sport.

Click on the button Save to save your setting for your template.

Next time, when you create an assignment, you will get these settings in the assignment automatically. If the plan has more information you will get both the information from the plan + your own settings from your template.

If you want to change the settings you have made in your template, you can easily do this. Open the same menu as you did when you wanted to create an article. Now you see "Edit" instead of "Create".

When you open your created template you see that the text in the purple border has changed to edit" instead of "create".

If you are running NRP v4 for the first time and you don't have Templates in your OC, check out Migration guide 3x -> 4.x