> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trurisk.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Activity templates

> How to browse, create, and manage activity templates in the TruRisk Activity Library.

The **Activity Library** is the central store for all activity templates. Templates define the instructions and steps that users complete when an activity is assigned to them via the TruRisk app.

To open the Activity Library, click **Activity Library** in the sidebar.

## Browsing templates

The list view shows all available templates with three columns: **Activity** (name and category), **Updated** (last modified date), and **Source** (Public or Private).

Use the **Search Activities** bar, **Updated** date filter, or **Source** filter to find specific templates.

## Public and private templates

Templates have one of two sources:

**Public** — Templates created and maintained by TruRisk. These are read-only and cannot be edited directly. A banner on public templates reads: "This is an activity template created by TruRisk. To edit your own version you can Duplicate the Template." Duplicating creates an editable Private copy in your library.

**Private** — Templates created by your organisation. These can be freely edited.

## Viewing a template

Click any template in the list to open its record. The record has two tabs:

**Activity Overview** — Shows the template's content:

* **Activity Directions** — The main instructions displayed to the user at the start of the activity.
* **Activity Details** panel — A summary of the template's metadata:

| Field                     | Description                                         |
| ------------------------- | --------------------------------------------------- |
| Description               | Internal description (not shown to users)           |
| Completion Time           | Estimated time to complete, in minutes              |
| Source                    | Public or Private                                   |
| Push Notification Title   | Title of the notification sent to the assigned user |
| Push Notification Message | Body of the push notification                       |
| Sectors                   | Which industry sectors the template applies to      |

**Versions** — A history of all versions of the template, with columns for Version number, Status (Published or Archived), Created By, Created date, and Updated date. Only one version can be Published at a time; previous versions are Archived when a new version is published.

## Creating a template

Click **+ Add Activity** in the top-right of the Activity Library. The creation form has two tabs.

### Activity Details tab

| Field                     | Description                                                                        |
| ------------------------- | ---------------------------------------------------------------------------------- |
| Name\*                    | The template name (required)                                                       |
| Description               | Internal description — not shown to users when completing the activity             |
| Activity Directions       | Rich-text instructions displayed to the user at the start of the activity          |
| Completion Time Estimate  | Expected duration in minutes                                                       |
| Push Notification Title   | Custom title for the notification sent when the activity is assigned               |
| Push Notification Message | Custom notification body (max 50 characters; letters, numbers, `?`, `,`, `.` only) |

If no custom push notification is set, TruRisk sends a standard notification.

### Steps tab

The Steps tab defines the data collection structure of the activity. Content is organised into **sections**, each containing one or more **steps**.

#### Sections

Each section has a title, an optional description, and a **Section Type**:

* **Questionnaire** — Collects data from the user.
* **Quiz** — Asks a question with a predetermined correct answer, used to test the user's knowledge.

Section titles and descriptions are internal — users see only the step content when completing the activity.

To control when a section is shown, enable the **Hide until** toggle and select a **Trigger**. This allows you to show or hide sections based on responses provided in earlier steps (branching logic).

Use the **+** button in the right sidebar to add a step to a section. Use the **+** and section buttons at the bottom to add more sections. Sections and steps can be reordered using the arrow controls.

#### Steps

Each step has a **Title** (required) and a **Step Type** (required), plus an optional tag and description.

Available step types:

| Step Type          | Description                                |
| ------------------ | ------------------------------------------ |
| Text               | Free-text response                         |
| Number             | Numeric input                              |
| Single choice      | One selection from a list of options       |
| Multiple choice    | Multiple selections from a list of options |
| Confirm / Complete | A checkbox-style confirmation step         |
| Media Upload       | Allows the user to attach a photo or file  |
| Date               | A date picker                              |

Each step also has optional toggles:

* **Other** — Adds a free-text "Other" option (for choice steps).
* **Snoozeable** — Allows the user to snooze the step and return to it later.
* **Reassignable** — Allows the user to reassign the step to someone else.
* **Skippable** — Allows the user to skip the step.

Click **Save Changes** to save the template. The template is saved as a new Published version.