Questions Template

Imagine you have a list of questions you always ask when onboarding a new client. Instead of typing each question every time, you make a template and then import it.

This way, you don't have to add them individually every time.

Go to Settings --> Templates --> Questions --> + Question button.

Question templates are pre-made questions you can quickly grab whenever you need them.

Go to the Questions module --> click on three vertical dots --> Import from template option.