Last updated: March 23, 2023

Add or delete questions in templates

Learn how to add or delete questions in your templates via the web app and the mobile app.

Why add or delete questions?

Questions are the foundation of your template editor experience. They help shape the templates that fit you and your team's workflow. With SafetyCulture, you have complete control over what you need in your templates. You can add new questions with different template response types or delete questions that are no longer needed.

What you'll need

Any SafetyCulture Plan
"Conduct, edit" template access level at a minimum

Take note

In order to select the most appropriate questions to add, take a look at the template response types available to you.
You can bulk add questions by copying questions from external documents or other templates.

Published changes made to templates only apply to new inspections moving forward.

Add a question

Log in to the web app.
Select Templates from the menu on the left-hand side.
Click the template and select Edit template in the side panel.
Select where you want to insert the new question.
Click Question on the left-hand side to add a question. You can also click Add question at the bottom of the page to add a question. Add a question | Templates, web
Start typing to label the question and click the down arrow on the right-hand side to select its type of response.
ClickPublish on the upper-right of the page to publish the template. If you're not ready to publish the template, you can go back to the templates list and come back when you're ready.

Open the mobile app.
Tap Inspections at the bottom of your screen.
Select the Templates tab at the top of your screen.
Tap the template and select Edit template from the pop-up options.
Select where you want to insert the new question.
Tap Question at the bottom of your screen.
Start typing to label the question and tap the down arrow below the question label to select its type of response.
Tap Publish on the upper-right of your screen to publish the template. If you're not ready to publish the template, you can go back to the templates list and come back when you're ready.

Open the mobile app.
Tap Inspections at the bottom of your screen.
Select the Templates tab at the top of your screen.
Tap the template and select Edit template from the pop-up options.
Select where you want to insert the new question.
Tap Question on the left-hand side to add the question.
Start typing to label the question and tap the down arrow on the right-hand side to select its type of response.
Tap Publish on the upper-right of your screen to publish the template. If you're not ready to publish the template, you can go back to the templates list and come back when you're ready.

Delete a question

Log in to the web app.
Select Templates from the menu on the left-hand side.
Click the template and select Edit template in the side panel.
Select the question you want to delete.
Click on the right-hand side to delete the question.
Click Publish on the upper-right of the page to publish the template. If you're not ready to publish the template, you can go back to the templates list and come back when you're ready.

Open the mobile app.
Tap Inspections at the bottom of your screen.
Select the Templates tab at the top of your screen.
Tap the template and select Edit template from the pop-up options.
Select the question you want to delete.
Tap on the right-hand side and select Delete to delete the question.
Tap Publish on the upper-right of your screen to publish the template. If you're not ready to publish the template, you can go back to the templates list and come back when you're ready.

Open the mobile app.
Tap Inspections at the bottom of your screen.
Select the Templates tab at the top of your screen.
Tap the template and select Edit template from the pop-up options.
Select the question you want to delete.
Tap on the right-hand side to delete the question.
Tap Publish on the upper-right of your screen to publish the template. If you're not ready to publish the template, you can go back to the templates list and come back when you're ready.

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