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73:downloads [2019/04/01 12:20] – tnrn | 73:downloads [2020/04/23 20:37] – [Templates, Checklists, Folder creation] aakr | ||
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- | ====== Add Templates, Checklists and other materials ====== | + | ====== Add Templates, Checklists and other guidance |
- | Checklists, Templates and other reference materials are very important to an organization. Checklists helps you keep track of projects | + | Guidance material provides information |
- | ===== Templates, Checklists, Folder creation ===== | + | For a given activity or workflow, work product transforms from one state to another (e.g. preliminary to in review) and guidance material like '' |
- | 1. Click on '' | ||
- | {{ : | + | ===== Create folders and add guidance material ===== |
- | 2. Select | + | Since the list of guidance material can grow overtime, it is recommended to organize such material in folders. For example, all templates can be stored under a folder called |
+ | ===== Creating a folder ===== | ||
- | {{ : | + | 1. Click or tap on '' |
+ | |||
+ | {{ : | ||
+ | |||
+ | 2. Select the '' | ||
+ | |||
+ | {{ : | ||
3. Click on the three dots on the right and choose "Add Folder" | 3. Click on the three dots on the right and choose "Add Folder" | ||
- | {{ : | + | {{ : |
4. Create folders and name them as '' | 4. Create folders and name them as '' | ||
- | {{ : | + | {{ : |
+ | |||
+ | ===== Creating and organizing a guidance material ===== | ||
+ | |||
+ | 1. To create a '' | ||
- | 5. Let us create a new '' | + | {{ :73:tc4.png? |
- | {{ :73:tc4.png? | + | {{ :73:tc6.png? |
- | {{ : | ||
===== Adding Files to Guidance material ===== | ===== Adding Files to Guidance material ===== | ||
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===== Note ===== | ===== Note ===== | ||
- | The following guidelines/ procedure can be used for other Gudance | + | The following guidelines/ procedure can be used for other Guidance |