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Getting started with templates

Take a look at everything to do with templates in SafetyCulture and learn how to build and manage templates.

Templates are the foundation of your SafetyCulture experience. They define your team's daily workflow, structure how your reports look, and shape how the data your team captures is presented. With SafetyCulture, you can create templates with our intuitive Template Editor and customize responses to capture the information you need!

This article aims to get you familiarized with everything to do with templates in SafetyCulture by showing you how to build and manage templates.

The template editor shown in the web app.

Take note

  • It's also possible to create templates on the mobile app, but we recommend building templates via the web app for the best experience.

Create a template

This section takes you through the steps of creating a template via the web app, covering some of the basics.

  1. Log in to the web app.

  2. Select Templates from the menu on the left-hand side.

  3. Click Plus iconCreate on the upper-right corner of the template list.

  4. On this page, you have the following options to create a new template:

    • Blank template: Create a new template from scratch.

    • Describe topic: Describe your template’s purpose in a few words. Then, we’ll use a third-party AI provider to generate content as a starting point for your template. Please note that this option is currently only available in English.

    • Convert an image/PDF: Upload an existing form to be converted into a template.

    • Find & customize a template from the Public Library: Search from the hundreds of thousands of free templates available on our Public Library, created and shared by the SafetyCulture team and users like yourself. Learn how to download templates from the Public Library and upload templates to share with other SafetyCulture users.

  5. Click Blank template to create a new template, ready to be edited.

  6. In the Template Editor, there are several ways to customize your template to suit your needs. If you want to see how your template works in action, you can view and interact with the real-time "Preview" pane on the right-hand side.

  7. Click Report on the top of the page.

  8. On this page, you have the following options to customize the template's inspection reports:

    • Add a logo to brand your inspection reports. You can always come back to update the logo.

    • Create a naming convention for your inspections.

    • Create report layouts to specify what information you want to display and omit, and set up email templates to be used when your team sends reports via the mobile app.

  9. Click Build on the top of the page, then 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

There is virtually no limit to what you can create with the Template Editor! You can check out our support articles to find out what more you can do with templates. If you need inspiration for new templates, you can always see what's available in the Public Library or contact our customer support team for tips and advice.

Manage a template

This section takes you through the steps of managing a template via the web app, covering some of the basics. Whilst it's also possible to manage templates on the mobile app, we recommend managing templates via the web app for the full set of options.

An example of managing a template.

  1. Log in to the web app.

  2. Select Templates from the menu on the left-hand side.

  3. On this page, you have the following options to manage a template:

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