To create a custom tool template, open a standard tool template and modify it. For example, to create a custom a process map, you must first open a process map template.
Format the tool template to meet the needs of your organization. For example, to ensure that every cross-functional process map in your organization includes the Legal department, create a new template from the Process Map - Cross Functional template and add a Legal department.
You can change the default format for an item, such as the line size of a connector on a process map, or the color of a shape on a brainstorming tool.
When you change the default formats for an item in a tool, the new default format applies only to new items that you add in the open tool. To change the default formats for all tools of the same type, you must save the tool template.
To change the default color of affinities in a fishbone from green to orange, do the following steps.
You can assign categories and enter a description to make the template easier to discover. When users choose, they can sort templates by category and view descriptions to help them choose the correct template.
Save the tool template to the template repository on Qeystone.com, where users can access it.