Document Templates make it easier to enforce overall consistency by using pre-determined structures and layouts for frequently needed docs. They help to minimise errors and save on time spent in formatting documents. You can quickly add dedicated sections for tasks, panels and private sections too.
Let's get to exploring the features of Rocketlane's Document templates.
Accessing Document Templates
- Choose Templates from the vertical navigation-pane on the left side of the screen.
- On the Templates page, select Document templates.
- To get started with your first document template, click on Create a new document template.
- A blank Untitled document will be created.
- You can edit the name of the document and get started with writing.
Document Template Menu Bar Options
- Heading Styles: Choose from Normal text, Heading 1, Heading 2 and Heading 3.
- Format Text: Highlight text by using Bold, Italics and Underline formatting options.
- Font Colour: Pick you text colour scheme from the colour panel.
- Strikethrough text: Cross out action items that have been completed or cancel out text which has lost relevance.
- Code Block: Add pieces of code using the code format to differentiate code from other text.
- Lists: Organise your text using either Numbered, Bulleted or Checklists.
- Change Alignment: Left, Centre or Right align text for ease of reading.
- Insert Image: Add images for better presentation.
- Add an emoji: Adding an emoji to text adds some emotion and helps you to communicate better.
- Insert table: To display associated data fields in a tabular format.
- Insert panels: Add a panel of specific text by marking it with different pre-designed formatting. You can add some Information, Success, Warning and Error.
- Insert Sections: Add tasks sections related to each phase and assign team members. Private text sections can also be added to make sure information is kept confidential.
Document Template Features
Pro Tip: Type ‘@’ to mention People, ‘@@’ for Tasks, ‘@@@‘ for Document templates.
Adding Hyperlinks or Tasks to Documents
While drafting documents, you can quickly add a hyperlink or a Document task to a segment of text.
Upon selecting text you have two options:
- Link: Lets you add a url to the web page that you want to land on by clicking on the selected text.
- Add task: Lets you add Document Tasks to related text.
Follow the steps below to know how to add Document tasks and its features.
- Click Add task.
- A dialog box will pop up asking for Task name, Task Assignee and Task description.
By default, the selected text from the document is auto-filled as the Task description. You can edit the Task description after creating the task too.
- The text with a related Document task also gets a green underline.
- All these tasks created from selecting text snippets from the document are visible on the right-side under the Document tasks section.
- You can Assign people, Scroll to the document reference and Delete tasks from this panel.
- For more detailed task assignments, click on the task and explore the pop up banner related to the task.
Adding Untitled Tasks
- From the top navigation bar, go to Insert Sections > Add Tasks.
- An Untitled tasks section is added to the document where the cursor was placed. It is also added to the column of tasks on the right-side of the screen.
You can use this section for grouping tasks together.
- You can rename 'Untitled tasks' and start adding tasks by clicking Add Task. Type the Task name and press Enter.
- Under the Assigned to column, click Choose and pick a team member from the drop-down list.
- To delete the task, click on the More actions hamburger menu icon next to the task and click Delete.
Inserting a Private section in the document template
You can add sections of text that are confidential or not intended to be read by people in the team who are not from your organisation.
- From the top navigation bar, choose Insert Sections. Select Private Section.
- A private section will be added to your document with a pale yellow background. You can type in the confidential information in that section.
Do not forget to click Save from the top right-side of the screen once you are done editing the document.
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