Create document template form
Learn about the fields on the Create new document template form of the Project Workspace. Use this form to create a new status report template according to your requirement.
| Field | Description |
|---|---|
| Name | Unique name for your template. |
| Category | Category for the template. Search and select Project status report. |
| Description | Type in a description for your template. |
| Visibility | Visibility of the template. |
| Owner | Owner of the template. |
| Icon | Icon for the report. Select an icon file, which appears in the window along with the template you’re creating. This file appears in the header of the status report. |
| Is dynamic | Option to insert dynamic project data in the status reports created using this template. |
| Attachments | Attachments to the template. |
Parent Topic:Form field information for Project Workspace
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