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Agily app create templates (video)

In this video we will look at the use of templates. For creating Goals that have standard formatting that your team may need to use over and over again, templates can save even more time.

Templates are special goals that will have only certain parts of themselves duplicated to make creating new goals easier. The templates screen showing all templates you can view, is accessed on the tab within the Goals screen. (from the more options menu on phone) Here you can also create new templates, in just the same way as goals.

Click the grey plus icon within the template card to duplicate it and create a goal with all the relevant template information already entered. The template will still remain in your list to be used again by you or your team.

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