How to Set Up Comment Templates for Quick Messaging
Comment templates let you insert frequently needed comments with a single click, saving time when communicating about common project situations.
Accessing Comment Templates
- Go to Settings
- Click Communications
- Select Comment Templates
Managing Comment Templates
The comment templates page provides simple tools for organizing your frequently needed messages:
Add New Text - create additional comment templates that will appear in your list
Edit - update the text of existing templates to keep them current
Delete - remove templates you no longer need
Drag to Reorder - arrange templates by frequency of use, with most-used templates at the top
Creating Effective Templates
Consider creating templates for common situations like:
- Weather delays
- Material delivery updates
- Inspection scheduling
- Completion notifications
- Safety reminders
Benefits
Comment templates streamline team communication by providing quick access to standardized messages. This ensures consistent communication while saving time during busy project periods.
The drag-and-drop ordering feature helps you prioritize templates based on how often you need them, making the most commonly needed messages easily accessible.