- Using SafetyCulture
- Issues
- Link templates to issue categories
Link templates to issue categories
Learn how to link templates to issue categories via the web app and mobile app to help streamline the resolution process of a reported issue.Why link templates to issue categories?
After reporting an issue, users typically need to conduct an inspection to start a more detailed analysis of the incident. Making templates readily available at this point helps them streamline their incident resolution process and ensures they capture all the details accurately.
You can pre-select up to 25 templates to link to an issue category.
Link templates to an issue category
Select
Issues in the sidebar or select it in 
More.Select Categories at the top of the page.
Click
on the right-hand side of the category and select 
Edit.In the Workflow tab, go to the "Linked templates" section.
Click
Link templates if you're linking a template for the first time. If the template is already linked, click
Edit.Search and select the templates you want to link to the issue category. Then, click Done.
Click Save.
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