Merged idea

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Include Category and Subcategory as fields I can set in a Plan Template Merged

When adding Steps to a Plan Template, the values I can preset do not include Category and Subcategory. In our shop, we make Category and Subcategory required data entry, and so officers have to manually set these fields each time they use a template. This is time consuming and inconsistent.

Given that for plan templates, the category and subcategory for these steps will usually be the same, we would like to be able to set Category and Subcategory in the template as well.

  • Doward Hudlow
  • Mar 9 2017
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) Rice University
Reported Version 4.0