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Link templates to issue categories

Learn how to link templates to issue categories via the web app and mobile app.

Why link templates to issue categories?

After reporting an issue, users typically need to conduct an inspection to start a more detailed investigation 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.

What you'll need

You can pre-select up to 25 templates to link to an issue category.

Link templates in an issue category

  1. Log in to the web app.

  2. Select Issues iconIssues from the menu on the left-hand side.

  3. Select Categories at the top of the page.

  4. Click Edit category on the right-hand side of the category.

  5. In Workflow, go to the "Link templates" box.

  6. Click Edit.

  7. Search and select the templates you want to link to the issue category.

  8. Click Save.

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