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© 2026 Webbalances Solution (003096168-D). All rights reserved.Version 4.41.0

All guidesUsers & securitySee your workspace at a glance Set up your organisation Arrange account and contact forms Choose how record numbers look Start new records from a template Restore, retain and export your data Invite users Organise teams Roles and permissions Security policy Audit log See all your integrations Create an API key Send events with webhooks Create records from other tools

User Guide › Users & security

Start new records from a template

Save starting values for new cases, tasks, leads and deals, and pick them from “Start from a template” on the New form.

For: Workspace admins (create); everyone who creates records (use)

Steps

Open Settings → Record templates and choose Cases, Tasks, Leads or Deals.
Select + New template, give it a name and fill only the fields it should set — for a case: subject, category, priority, team, tags and description; for a task: title, priority, due in N days, team and description.
Select Save template.
On the New case, task, lead or deal form, choose it from Start from a template. The fields fill in; change anything before saving.

Good to know

A template never skips the usual checks: required fields, permissions and routing still apply.
Templates are shared with the whole workspace.

Related guides

See your workspace at a glanceSettings opens on the admin overview: what is left to set up, anything that needs attention, seats in use and AI usage.
Set up your organisationCompany details, logo, default language, time zone and financial year — used across the app, the customer portal, emails and PDFs.
Arrange account and contact formsGroup fields into sections, put them in the order your team works, hide what you don't use, and turn industry and tier into pick lists.
Choose how record numbers lookSet the prefix, whether the year is included, and how many digits case, lead, deal, quotation, order, invoice and receipt numbers have.

Still need help? Contact support

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