Writing accurate specifications for user stories is an important task in the life of every PM. Specs need to be clear, contain all relevant data, and be structured well for coherent reading. In addition, when developers work with multiple PMs, it’s important to have a standardized method guiding spec creation, to avoid confusion and ensure consistency across the organization.

Let’s take you through using preset templates and creating new templates:

  • To access the spec templates navigate to the Spec Editor screen, which can be found under the Define section in Craft.io. You can also access templates when you open any item’s property panel in any view, and clicking into the item’s description box.

  • Select from the preset templates built-into Craft.io, which encapsulate some of the best practices methodologies in the market. These presets can be instantly loaded when starting to write specifications, and you can choose from a variety of templates available with different styles for various scenarios, like problem-oriented spec, bug reporting, and A/B testing. Simply click on the Templates button on the left-hand side of the item box to open the templates menu and select your preferred template.

Note: Preset templates can be applied to new items or existing items. Keep in mind that applying a spec template to an existing item description will overwrite all existing text of that item.

spec templates
  • To create new templates, you must have Workspace Admin permissions. First, add your template copy. Next, click on the Templates drop-down as before, select Save as new Template, and give your new template a name.
    Your new template will be visible to all Workspace users and will help to align the product organization to work in the same methodology.

Save as Template2-1
  • To delete or rename an existing custom template, click on the pencil icon beside your template’s name to open up the edit dialogue box. You can now either rename your template or delete it completely. Remember that deleting a custom template will remove it from all Workspace user accounts.

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