Prerequisite: To be able to create/update Work Template, you will need to have:
- Roles and permissions that allow you to see the Work Template menu
- Use the custom domain, also known as URL: ,not portal.obzervr.com
To create a Work Template, follow these steps:
- Navigate to the Work Template from the menu in Obzervr Manager
- Click Create button to start a new Work Template
- Add your Work Template name, Identifiers and other settings if needed
- Add your Group, Section and Fields to the respective Work phase. More details can be viewed in the Work Template section.
- Add the Work Template to the Teams so you can use it.