To manage your templates, go to Manage data fields and customize 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.
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.
For information about designing form templates, go to Form design.
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.