Activity Templates

Activity templates can be used in conjuction with activities to provide a way for users to provide structured information. Activities that are created with a template will also create a PDF document that can be downloaded, printed, or emailed right from Crelate! Our Professional customers will receive 5 activity templates and our Business customers will have 25 available. 

For further information on this topic, you may also reference our video here: Managing Activity Templates

Here are the steps to create an activity template and put it to use:

Step 1: Build your template



Step 2: Put the template to use



Step 3: Download, email or print the activity template

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk