Review Templates can be used by your organization to set standard titles, checklists, descriptions, review owners, and reviewers to new reviews in a workspace. This can help speed up the start of reviews and ensure consistency across reviews.

Setting up a Review Template

You can add new review templates in your Workspace settings. First, access your Workspace settings by clicking on the gear next to your Workspace's name.

Navigate to the "Reviews" section of your Workspace settings. Click on "+ Create review template" to start.

Add a name for your review template that will be recognizable to your review creators, and then click Next.

Here you can select one or more checklists that will be automatically added to all reviews using this template, as well as add a description that will be added to all reviews.

Finally, check the checkbox "Enable editing of template fields" if you would like to allow reviewers to edit the title, checklist selection, and description of reviews. This option will apply to all reviews that use this template.

Before finishing, you can add standard review owners and standard reviewers that will apply to all reviews using the template.

Updating Review Templates

You can edit existing review templates in your Workspace settings by clicking on the dot menu to the right of the template in question.

• Edit template will give you the same options you got when setting up the template initially, allowing you to change all of those initial settings.
• Copy to workspace will create a copy of the review template in any chosen workspaces. You will need to have access to that workspace before it will allow you to add it.
  • Note that Reviewers and review owners will not be added to the copy of the review template to prevent conflicts with invites in those workspaces.
• Archive template will make it unavailable to be used for future reviews. Existing reviews using the template will not be impacted.
  • After archiving a template, it will show under the "Archived review templates" section of your Workplace review settings page, where you can restore or delete it permanently.

Using a Review Template

When requesting a new review, choosing the "Select a template" option in the top right of the screen will provide a list of available templates that you can use.

Selecting a review template will automatically fill the Review title, Checklist, and Description for reviewers fields with those used in the template.

On the following page, it will also fill the Invite review owners and the Invite reviewers fields with people chosen in the template.