Templates bring you new levels of customisation and flexibility to your asset management to speed up your workflows.

Josh Sinclair avatar
Written by Josh Sinclair
Updated over a week ago

Video Overview (6 min)

Templates Overview

1. Creating templates

If you have sufficient company permission, you will see the Template Manager on the dashboard.

To create a new template click on Templates on the dashboard. Please note that you will only have access to the template manager if you have Edit Templates permission for your company.

Click on Create New Templates in the top right to create a new template.

You must specify a Template Name and at least one field. You can create both Multiselect fields and Text fields.

Multiselect fields allow you to specify possible values.
Text fields have been designed for free form text input, e.g. comments.

Once you have configured your template, click the SAVE TEMPLATE button. You can always make changes later.

3. A default template has been created for every existing asset

To ensure a seamless transition, we have created a template for every existing asset.

We understand that this may not be ideal for all scenarios. If you have similar or identical templates, you can merge them.
Please note that merging templates is irreversible, if you are not 100% sure on what you are doing, please contact Trendspek support.

4. Using templates within the Annotation Card

Choose your template within the Data tab of the annotation card.

In the below example, I chose the Tank Defects template that my colleague set up.

Please contact [email protected] if you have any questions or feedback.

Did this answer your question?