Review templates in CoLab are specific to each workspace, and allow administrators to standardize review details such as title, description, associated checklist, and assigned users.

Admins can also choose to lock or unlock templates, controlling whether users can modify these details.

Creating Review Templates

Review templates are managed within the workspace settings menu.

Workspace admins and users assigned custom roles with appropriate permissions can create, edit, and archive templates from the review templates table in the workspace settings.

To create a Review template, select '+ Create review template'. A modal will appear giving you the option to predefine the following review options:

• Title
• Description
• Checklist
• Review owner(s)
• Reviewers

To provide administrators with additional control over reviews, review templates offer the option to lock or unlock the title, description, and checklist fields.

Workspace admins and users assigned custom roles with appropriate permissions can create, edit, & archive templates in the review templates table below the general workspace settings options.

Copying review templates across workspaces

To copy review templates across workspaces, right-click on any review template, choose 'Copy to workspace,' and select one or more workspaces from the modal that appears.

Using Review Templates

When creating or requesting a review, users can choose to fill in the review details manually or use an available review template.

The available templates are determined by the workspace you are in.

After selecting a template, all the review fields are automatically filled with its contents. Whether users can edit the title, description, and checklist fields depends on whether these details were locked or unlocked in the template.

The review template will be represented in the review panel for all reviews created using a template.