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Customize templates

If you’re using a template with a custom layout, you have a ton of configuration options.

Reach out to your Customer Experience Lead to take advantage of these improvements!

 

Arrange each panel and component of the “Details” section

Designed to let you make your layouts match your traditional A3 layouts, this feature lets you create multiple cells based on the fields and Attributes in your “Details” section, and arrange those cells and the existing panels (such as the “Team” or “Dates” panels) however you like.

You can have multiple header columns - which will be arranged near the top of the template - and body columns which will be arranged beneath them. You can set the percentage width of each column to decide what percentage of the window each should take up.

You get to control which cells are included in each column. For each cell you add, you can give it a title, choose its minimum height, and specify its type:

  • Details - You decide which fields and Attributes should be included. You can choose between any fields/Attributes that are a part of this template. You also get decide whether to include the Locations, dependencies, milestones, assigner approval requirements, and/or legal notice.

  • Team - You decide which team roles should be included.

  • Dates - You decide which dates should be included.

  • Files

  • Links

  • Images

  • Charts

  • Tasks

  • Resolution

You also get to decide whether the “Comments” and “Timeline” sections should be included at the bottom of the template. If you choose not to include these sections, you’ll still be able to view them by accessing the associated tabs on any templates.

A3_Long.jpg

 

Hide the labels of fields and Attributes

You can hide the labels of any field or Attribute on any of your templates. You will still see the field or Attribute’s name listed alongside it when editing or creating a template, but not on the main template page itself.

This is especially useful if you’re using a customized layout as described above. If you have a cell with only one field in it and you’ve given the cell the name of that field, there’s no reason to have it repeated alongside the field.

 

Location Fields

We can configure the appearance of the Location fields. We can position the label above the Location or to its left, and we can control the width of that label.

We also added an “Edit” icon to let you edit the Locations directly from that panel.

 

Comments and Timeline

We can add a customizable Comments and/or a Timeline panel, rather than only allowing those sections at the bottom of the page.

 

Submit Resolution

We can add a “Submit Resolution” button on any Details panel so that your team can get to the resolution screen more quickly.

 

Tooltips

We can now add a tooltip to any panel’s title - hovering over the title will display whatever text you want.

 

Maximum Height
We can set the maximum height of any panel.

Compact Mode

You can choose to use a compact mode for header panels - the title, Locations, team, and dates.

With this mode, the border and background color is removed from those panels, the title, team, and dates are listed horizontally, and the title and Locations sections can be their own independent panels.

 

Panel Names

Any panel’s name can now be hidden.

 

Identification Information

There are a few options here:

  • The title no longer has to be displayed at the top of the page.

  • The name of the template can be shown at the top of the page where the title would traditionally appear.

  • The item’s ID can be removed from the title area.

  • The item’s workflow icon - the lightbulb, folder, etc. - can be hidden.

 

Reposition the Header Row

The header row can be moved above the status indicator or left in its standard position below it.

Custom_template.jpg

 

Decide whether a template should be listed under the “Create” button

You have the ability to decide whether a specific template should be listed under the “Create” button. You will still be able to convert an existing item into a hidden template or create a new one nested under another template. This is great to help define workflows and help create a standard for nesting in your organization.

 

Decide which templates are viable as parents or children

You have control over what types of parents each template can be nested under or whether it can be stand-alone only.

 

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