Building template activities to clone in Citizen Space

Some organisations find it useful to save template activities in their Citizen Space site to help ensure that certain features - such as a privacy statement or demographic questions - are always included and consistent across all relevant activities.

Let us help you: We can build a template activity type for your site, specific to your organisation for whatever process, recurring activities, projects, or teams you may have. The added bonus of having a custom-built template for your organisation is that it can be an selectable activity type option to choose from on the 'Add activity 'page. Contact your customer success manager to learn more about possibilities and pricing.

If you'd like to create your own template which can be cloned by admins on your site, you can use the following steps.

How to create a template activity

  1. Add a new activity as normal, but name it something which makes it obvious that it's a template and what it's for (such as in our example, TEMPLATE activity for parking team - please clone me).
  2. Build all of the questions and content that you want the template to contain, in the normal way, but leave the activity in draft mode (do not publish).
  3. Other admin users will only be able to see templates that exist in the Workspaces they are assigned, so if you need the template to exist in multiple Workspaces:
    1. if you're a Site Admin, you can clone the activity and select the required Workspace from the dropdown list when it asks you which Workspace you want to put the clone in.

    2. if you're a Workspace Member, you'll need to ask a Site Admin to clone the activity into other Workspaces for you.

      Clone activity page with title and URL highlighted as elements that will most likely need to be edited before publishing and a note that the department dropdown is only available to site admin users.

  4. Communicate with the people who need to use this template moving forward and ask them to always clone the template when they need to create an activity, rather than adding a new one. Site Members can clone activities that are in the same Workspace(s) they belong to, even though they can't edit activities they don't own or are assigned to as an Activity Admin.

    Remind all admins that they'll need to edit key details, such as the title and the URL, before they publish.

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