On the iPad, we have introduced Pin Templates to increase flexibility and speed up the creation of Pins on-site.
Pin Templates are only applicable within the same Project. As soon as you Leave the Project or close the app, the Pin Templates will be deleted. They are essentially a "one-time solution". If you are working in the Project again and need the Template, you must recreate it.
The new Pin and its tasks always have the Status "open", regardless of the Status of the Pin you used to create the Template. Therefore, you can also use already closed Pins to create a Template. Pin fields, Category, and datasets are copied into the Template. Comments and Media, however, are not included.
Setting Up a Pin Template
Create a Pin as usual.
Click on the options menu
...in the Pin view.Click on
Save as Template. You can save up to three Templates at the same time.Click on one of the three Template options.
Using the Pin Template
Tap and hold on the desired Pin placement on the Plan.
When the crosshair appears, select one of the three buttons
T1,T2, orT3, depending on the desired Template.The Pin is now set with the same Title, but you can change it immediately.
To gain a comprehensive understanding of this feature, you can also watch the recording of our live webinar that deals with Pin Templates. The webinar includes practical demonstrations and explanations and provides a visual guide to effectively using this tool. Visit the webinar at this link and enhance your skills in handling Pin Templates.