Templates streamline the process of creating a questionnaire, offering the flexibility to customize it as needed. With templates, you can save valuable time and collect data more efficiently.

As available templates, you will find predefined templates (Lime templates) as well as your custom templates (workspace templates).

Workspace templates: These custom templates are created by your users with the necessary permissions. They can then be used by your content creators.

Lime templates: These templates are created and maintained by the Lime Health team. They can be used by your content creators.

Create a questionnaire from a template

1. Access the list of Surveys through the main navigation and select the option to create a new survey. 2. Choose the option to create the survey from a template. 3. Choose a template to create a new questionnaire. Use the template preview to guide your choice. 4. Select the option "Use this template." 5. Name the new questionnaire. 6. Modify the questionnaire, if necessary. 7. Find your questionnaire in the Questionnaires section in the main menu.

Save a questionnaire as a template

1. Access the list of Questionnaires through the main navigation. 2. Choose a questionnaire you want to save as a template. 3. Inside the questionnaire, click on the three-dot menu. 4. Select the option "Save as template." 5. Name your template. 6. Modify the template, if necessary. 7. Optionally, find your template in the Templates section in the main menu.

Edit a template

1. Access the list of Templates through the main navigation. 2. Access the template to edit. 3. Modify the name and/or content of the template as needed. 4. Exit edit mode to save your changes.

Delete a template

1. Access the list of Templates through the main navigation. 2. Access the template you want to delete. 3. Click on the three-dot menu. 4. Click on Delete. 5. Confirm the deletion.