Templates in Jeli are helpful for organizations with specific requirements and unique needs for post-incident review documentation. Templates give users a starting point for structuring an opportunity's Executive Summary and Key Takeaways sections.

Creating templates can help you:

• Keep all of your opportunity data in one place instead of across multiple docs.
• Create consistency in reporting across multiple teams.
• Streamline your processes and eliminate time spent writing boilerplate text.

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Required User Permissions

Jeli Admins can create, edit, and delete templates. Reach out to an Admin to make any changes to existing templates in your Jeli instance.

Create a New Template

1. In the Jeli web app, navigate to your preferred opportunity, click into the Executive Summary or Takeaways field, and select Choose a template below the text area.
2. Choose Create template.

3. Enter the following:

Use an Existing Template

1. In the Jeli web app, navigate to your preferred opportunity, click into the Executive Summary or Takeaways field, and select Choose a template below the text area.
2. Select the template you wish to use for this opportunity.

3. Click Ok to confirm you wish to overwrite the existing field with the template.

You will now see your template populated into the appropriate field(s).

Edit a Template

1. In the Jeli web app, navigate to your preferred opportunity, click into the Executive Summary or Takeaways field, and select Choose a template below the text area.
2. Select the menu button () next to the template you would like to edit, then select Edit.

3. Make your changes in the template and select OK to save.

Delete a Template

1. In the Jeli web app, navigate to your preferred opportunity, click into the Executive Summary or Takeaways field, and select Choose a template below the text area.
2. Select the menu button () next to the template you would like to edit, then select Delete.

3. In the modal, click Remove to confirm.

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Template Management

To learn more about Managing Jeli Templates please check out Jeli Settings and Integrations.