video1.0<iframe src="https://www.loom.com/embed/380cb93f405448d3a193603b3f5105aa" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/380cb93f405448d3a193603b3f5105aa-715f707debf351f2.gif453.359Hi there, I'm Thomas, and in this video, I guide you through creating templates in CX Planner quickly and efficiently. I cover how to access the Template Center, add new templates, and utilize features like importing from Word or PDF. I also explain the importance of setting visibility and availability options, as well as how to add line items and utilize advanced features like signatures and notes. Please remember to set your templates as visible for your company and consider using the required comment feature for better checklist practices. Let’s get started on enhancing our template creation process!