What is a template?

A template provides a starting point for every project and every tool. Engage comes with a set of predefined templates.

For a list of available predefined templates, go to Available forms.

Data architects manage company-approved templates in the sandbox. If you are a data architect, go to Data architects and the Design page.

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 Custom Project template.

Tool templates

Engage provides two types of tool templates.

Forms
Maps and brainstorming tools

Forms

Forms provide a standard way to collect the data that 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, C&E Matrix (X-Y Matrix), FMEA, SIPOC, 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 Design a form.

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.

Upload templates (data architects only)

If you are a data architect working in an active sandbox, you can upload templates from Workspace (.qctx), Companion (.qctx), and/or Quality Companion 3 (.qct).

In the web app, create a sandbox or make sure that one is available.
Sign in to the desktop app. When prompted, select Sandbox.
In the desktop app, choose File > Open > Computer > Upload Templates.
Navigate to the template location, select the templates to upload, then select Open.
After the upload is complete, select Done.

The next time you publish the sandbox, the uploaded templates will be available to users in the desktop app. For more information, go to Publish your changes.