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