September 2020 Product Adoption Tip: Linked Templates

I don’t currently use this, but I think it will be something I can start using!

Looking forward to use this function.

Yes! Glad to see this tip!

A creative to use this is having a template be an initial landing spot. This template contained 3 images (objects) that represented a different report. Each image had a link to a report. By opening this report, the user can pick and choose what report they want to see.

On these other reports, there was a link to the initial report. This creates an effect of navigating a mini website

We find that linking our prior budget templates to our current year budget template is a very useful. This is a great way to streamline the managers Prophix experience and reduce clicks.

I’ve not attempted to link a file, I will have to give this a go!

It is helpful to hear people’s comments on how they would use this feature.

This was a helpful refresher, thank you!

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Good reminder, thank you.

Thanks for the great tip!

I will have to try this out.

We’ve used the links to templates in our dashboards by adding a link to any chart in the dashboard.