How to Create Request Templates in Menthory
This guide walks you through the step-by-step process of creating custom request templates, defining approval stages, and managing your active templates in Menthory.
Step 1: Access Request Templates
Navigate to the Settings menu from the left sidebar.
Scroll down to the Requests section.
Select Request Templates.
Step 2: Open the Template Creator
Once in the templates dashboard, click the New Template button located in the top right corner.
Step 3: Enter Template Details
Upload an Image (Optional): Drag and drop or upload a relevant image to represent your request (e.g., office needs coffee.png).
Organizational Area: Use the dropdown menu to assign an organizational area (e.g., Executive / Leadership Team). This choice determines the final approver and routes the request to the correct department.
Title: Give your template a clear title (e.g., Office needs coffee).
Description: Enter a detailed description explaining the purpose of the request.
Step 4: Customize the Request Form (Optional)
To gather specific information from users, click the Add Field button under the Request Form section.
Select from the dropdown list of available field types (such as Text Field, Number Field, Date Field, or Attachment Field) to build your custom form.
Step 5: Configure Approval Stages
Review the Final stage at the bottom, which displays the default final approver based on your selected organizational area.
To add extra layers of review, click Add New Stage.
Name the stage, select the type of approver, and choose between:
Required approval from all approvers (unanimous)
Required approval from at least one of approvers (partial)
Step 6: Create and Manage Your Template
Once all details are set, click the Create button at the bottom of the page.
A green Success notification will appear, and your new template card will show up on your dashboard marked as Active.
To update or remove a template later, click the three-dot menu icon on the template card to select Edit or Deactivate․
