Templates provide the starting point for every project and tool. Companion comes with a set of predefined templates.

Project templates

Project templates provide the starting point for projects. Each template has a predefined Roadmap. A Roadmap defines the phases of the project, as well as the tools and forms to use in each phase. Project templates are based on industry-standard methodologies, such as DMAIC, QFD, Just Do It, and Kaizen. You can use these templates as-is, or you can modify them by adding, deleting, moving, or renaming phases, folders, forms, and tools. You can also create a new project template using the Project template.

Tool templates

There are two main types of tool templates:
  • Forms and analysis capture tools
  • Maps and brainstorming tools

Forms and analysis capture tools

Forms provide a standard way to collect the data you need to complete your project. Forms define the project data to collect and how to collect it, for example, using text fields, drop-down lists, or data tables. They also define how the form looks, for example, font size, heading color, and so on. Forms include a Project Charter, a C&E Matrix, an FMEA, a SIPOC, a Funnel Report, and more. You can use form templates as-is, or you can modify them by adding or deleting data fields, changing the formatting, colors, formulas, and so on. You can also create a new form template using the Blank Form template.

Note

For information about designing form templates, go to Form design.

Maps and brainstorming tools

Maps provide a starting point for mapping processes and value streams. Brainstorming tools provide a starting point for generating ideas. You can use these templates as-is, or you can modify them to create a customized starting point, for example, by changing the formatting, colors, default settings, and so on.

Note

Data that you add to maps and brainstorming tools cannot be summarized in the dashboard.

A note about managing templates

When you have a Companion subscription, data architects manage company-approved templates in the design center. If you are a data architect, go to Manage global data fields and templates.

When you use the Companion desktop app only, users can manage their own templates. Go to Manage local data fields and personal templates.

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