To add a new Sketch Template, click the Manage Templates option in the Project Menu shown below.

Select a New Sketch Template option from the FAB Button in the Manage Templates window.

Provide a Template Name and Description, clicking on 'Save and Open', will launch the Sketch Template Editor to design your Template.

Once the Template has been created, you need to Activate your template via the Activate/Deactivate button in the toolbar.


When you are creating a New Sketch, either a Blank Template or the Templates that were designed via the Manage Templates can be selected as shown in the image below.

How to?

How To Create a Schedule Template

How to Create a Sketch Template

Project Settings:

Project Info

Project Team


Project Locations

List Manager

PLANNER™ Settings:

Work Teams

Daily Settings


Work Categories

Skills & Certs




Default Board

FIELD™ Settings:



Manage Templates

Manage Palettes

Drive Security

PRO™ Settings:

App Studio

Report Manager


Admin Settings:

AnyConnect Device Manager

Permission Groups

Last Updated: Mar-04-21