Prepare a template

Description

Review files can be created from pre-prepared templates.
By using templates, you can standardize the review process as follows:

• It is no longer necessary to set common information in the review file for each individual file.

• Review quality can be ensured by using templates with appropriate settings for each process.

  Templates are stored in the workspace folder and managed together with the review files.
  

info

For workspace folders, see the following link: Share team reviews with workspace folders

Here, we will explain how to use templates.

Create a template

You can create a template in the following two ways.

• Create from an existing review file
• Create a new one

Create from an existing review file

To create a template from an existing review file that has been reviewed, follow the steps below.

1. Open the review file that will be the basis for the template.
2. Delete any unnecessary documents or comments that have been registered.
3. Click [File] menu - [Save as Template].
4. In the [Save as Template] dialog, specify the workspace folder and file name to save.
   

Note that the workspace folder must be registered in advance.
In the following cases, register/delete from "Workspace Folder List Settings" on the start page.

• The workspace folder to store the template does not exist.
• An unnecessary workspace folder exists.

Create a new one

You can create one from the following operations on the workspace folder screen.

• Click "Create new" to set the member and issue information, and save it as a template.
  

  

• Select an existing template and select "Duplicate".
  

  

Edit a template

You can edit saved templates from the workspace folder.
Click "More Actions" for the target template and select an operation from the menu that appears:

• Edit the template (after editing the content, save it.)
• Delete
• Change the name

Start a review from a template

Start a review using a template in one of the following ways.

1. From the work item folder, click the template displayed in the list.
   For details, see the following link: Workspace folder
2. Select [File] menu - [New from template].
   The [Create from template] dialog will be displayed, so select a template.