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Autodesk Field Management - Issues - Creating Templates

Modified on: Thu, Jun 24 2021 10:32 AM

*Swinerton has applied our standard Issue templates to every project. If you need to add additional issue templates, follow this how-to guide.

STEP 1: Open Autodesk BIM 360 website

STEP 2: Select the module selector and click Field Management 

  

  

STEP 3: Select Issues from the top tab

STEP 4: Select Templates

STEP 5: Select Create Template


STEP 6: If you want to create a new issue template category, select “Create new category”. *This would be for anything that is not already in the standard issue templates on your project


STEP 7: If you want to add a new issue title to a template already created, select the Template Category, find the template you want to add an issue type to and create a new title. 


*NOTE: Issue Templates is the only location where you set a default due date. If you use a template and the default due date is set, it will calculate your due date based on when you created the issue. 


STEP 8: Once you are complete with adding the information you want, you can select create. If you want to keep creating issue templates, you can check the box “Create another template”.


You can make issues templates Active or Inactive for the project by toggling on or off the Active button. You can also delete Issue templates if you accidently created one that you don’t need. 

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