Create Forms

Team TemplatesEnterprise

When you have surveys you use repeatedly or standard forms that your team needs to share, team templates help you maintain consistency and work more efficiently.

Creating a Team Template

Go to the template library

Navigate to the template library.

Import template

Click the Import Template button.

Pick a project

Choose the project you want to use as a template.

Configure options

Optionally set whether to import as a copy, the preview orientation (grouped/standard), and a template description.

Save

Click Import to save it as a team template.

  • Imported team templates become shared team assets that everyone on the team can use.

Using a Team Template

Create a new project

Start by creating a new project.

Choose Use Template

Select Use Template.

Pick Team Templates

Choose Team Templates from the template list.

Select the template you want

Pick the team template you want and click Use Template.

Done

A new project is created based on the selected template.

When to Use Team Templates

  • Frequently used surveys like customer inquiries, sales inquiries, or satisfaction surveys
  • Surveys that need a consistent format across your company or team
  • When new team members need a standard template to start building surveys quickly

Tip

  • Team templates are team assets, so we recommend not saving unnecessary projects as templates.
  • Projects created from a template are edited independently from the original.

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