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Add Quick Text (Workspace)

How to add Quick Text to a Workspace

Updated over a month ago

Quick text is templated wording created for fields used throughout the Plan Authoring pages.

How to add Quick Text at a Workspace level

  1. Click on your Avatar icon

  2. Click on My profile

  3. Click on the Workspace tab

  4. In line with the Workspace intended, click on the vertical ellipse icon and select View

  5. Click on the Quick Text tab

  6. Click on the Add Quick Text button

  7. Capture a Name, the Section, Sub-section and Quick Text

  8. Click Create

💡Note: Quick text can be set at Workspace level provided the User has an Admin Role


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