Templates are managed in app.jeli.io by going to Settings > Opportunities >Templates. This is where you can view all templates currently used in your Jeli instance, who created the template, and if the template is used as a default template.
📣 Jeli Admins currently have the ability to create, edit, and delete templates. Reach out to an Admin to make any changes to existing templates in your Jeli instance.
You can also create, edit, and delete templates from this page in addition to the Opportunity level.
Template options
You can make templates specifically for either the "Executive Summary", "Takeaways", or both sections. The Markdown supported text field makes it easy for you to transfer any existing retrospective templates over to Jeli!
📣 To learn more about using Jeli Templates check out our docs.
📣 If you run into any issues during setup, reach out to support@jeli.io or live chat from any screen in Jeli, we're here to help!