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Using Your Templates

"Using Your Templates" in Xenia enables users to apply pre-designed templates to tasks and processes, streamlining operations and ensuring consistency across activities.

  • Start or assign a checklist
  • Template Spreadsheet View: A Comprehensive Guide
  • How to use a template without assigning to a task
  • How to edit a public template
  • How to save a public template to your library
  • How can I attach pictures in checklists?
  • How to assign a operations template using tasks & work orders
  • How to delete a operations template submission
  • Editing a checklist
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