Exploring the library
Browse templates
In the left menu, click on Template library
You'll be able to see the templates that were created for you.
You can filter them based on their name and description.
View a template
- Click on a template that you find worthy of interest
- You'll be redirected to the overview of this template
- Below the summary of steps, ou can play with a sample instance of the process to test the steps and view associated files - none of your changes will be saved!
Create a kit from the template
- Click on
Use this template
- Change the name and category at your will
- Click on
Next
to start the creation of a kit from this template
- Click on
Close
once the creation is complete - You'll be redirected to the edition of the checklist, so you can tailor the kit to your needs