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Templates for Journal Entries


Selecting and Editing Templates

When creating a Journal Entry, you can select a template using the “Use Template” icon. All information stored in the template is automatically applied, which significantly simplifies the creation process and ensures a consistent structure for the entries.



The template overview displays all project templates that have been shared across projects or with the user's team. In addition, all personal templates are displayed. Using the options, you can edit, pin, copy, link, or delete templates. Pinned templates appear at the top of the list, making it easier to find frequently used templates. You can also search for specific templates using the search function.



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Creating Templates for Journal Entries

You can create new templates for journal entries using the "plus icon." When you use the template, the filled-in fields are carried over to the new entry. Fields that were not filled in remain blank in the new journal entry and are not carried over.



When creating a template, you can first specify the template title, an optional description, and the visibility settings. Visibility can be restricted to the project, to one or more selected teams, or to yourself only. You can then enter the title, categories, classification, attachments, as well as the involved company and the person responsible. Personal journal templates can be created by all users. Project, team, and cross-project templates are subject to the corresponding permissions. For more information, see the following article: Visibility & Permissions for Journal Entries.



The following article describes in detail how to create journal entries: Creating Journal Entries.


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Cross-Project Templates

Cross-project journal templates are particularly useful when standardized entries are to be used across multiple projects. This ensures consistent documentation across different projects and reduces the effort required to create them.


These templates are available to all employees of a company across all projects and are only available to companies with a Team Package.


Using and editing these works the same way as with the Project Templates. When creating a template, you can choose between “Company” and “Personal.” If “Company” is selected, the template is visible to all employees of the company. The personal template is available only to the person who created it. All employees of the company can create and edit company-specific templates.



For cross-project journal templates, only those fields are available that have the same structure across all projects. For example, categories cannot be used because they are defined on a project-by-project basis.

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Creating a Direct Message from a Template in the Mobile App

Pinned journal templates are available for selection in the mobile app right when you create an entry. This can significantly speed up the process of creating journal entries.



In addition, the pinned templates can be downloaded in advance so that they are available even when offline. This ensures that the templates can be used at any time, with or without an internet connection.



Creating a document using a template is also available in the protocol for Controls & Inspections and in the model viewer for Model tasks. For more information about the mobile app, see the following article: Installing and Using the Mobile App.



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Updated on: 23/10/2026