Target Templates

How to Create a Target Template

• Getting there - Target templates are a tad buried, so you’ll have to go to the target tab on the left navigation bar, and click the second tab on the right labelled “templates.” If you have any templates they’ll be listed in the table below and you can always manage them here. If you’d like to make a new template just click the “Create template” button on the top right.

• From there, just fill in the target information! You’ll notice that target templates are the what of targets without the who and when (you’ll add that when you go to publish a target using the target template).

• Visibility - As of this article’s publish date, any templates you make (i.e., in the “My templates tab”) are visible solely to you. This means you don’t need to worry that anyone else can see your templates! As of now, there is not a way for you to share your templates with others although we have that functionality in mind for later iterations of iAlign 😊

Check-ins on target templates

• Adding check-ins to a target template is a great idea if you have a series of check-ins you know would be helpful with your target.

• You’ll likely notice two things, 1) any check-in added to a target template won’t have a place to add people (you’ll specify who’s on that target and for each check-in when you go to publish using a target template) and 2) there is an optional place you can set up sequencing rules.

• If you choose to add sequencing, this makes using the target check-in later even more streamlined. These are smart rules that are based off of whatever start date the target has.
• Choosing “Immediately” on target templates won’t actually send it out right now, instead that will automatically just send the check-in on the target’s specified start date.
• The “Set Days” option will allow you to specify how many days after the target starts you’d like for the check-in to “wait” before being sent out. So for example, if you put 14 days, the check-in takes the start day of the target and sends this check-in out two weeks after that date.

• Just like with other check-ins, you can preview check-ins in the right preview before adding them to a target template!

Additional tips/FAQs

1. If you make a pretty complete template, when you go to use it you’ll just have select a) the assigned people and b) the timeframe - and also confirm those choices on any check-ins you’ve added.

2. Objectives? Definitely feel free to add objectives to the target template! Objectives on templates are also smart in that they assume all people assigned to the target later will be assigned to all objectives. If you’d like to only assign some of the target’s people to certain objectives, you’ll have to edit those objectives while publishing from the target template later. You can’t specify people during target template creation in other words.

3. You can always manage your own templates by editing/deleting them. Note that any changes you make to a target template will be reflected in targets published later using that template. But those changes are not automatically applied to already existing targets you’ve made previously with that template. In other words, using a template supplies the about-to-be target with information but it does not “rule” the targets it creates.

4. Company templates? Yes! Anyone can use company templates to make targets for themselves or their people. Note that only company admins can actually change/edit/delete company templates though.