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Quick Fill Templates

Quick Fill Templates help you follow a consistent structure when writing goals or goal updates. They’re an easy way to stick to a format that works.

Templates can include one or more Quick Summary blocks to automatically pull in updates from PRs, Linear issues, check-ins, and more.

Creating Goal templates

  1. When creating or editing a Goal, go to the Description section and select Quick fill.
  2. Click All templates to open the template window.
  3. Choose from built-in templates based on popular goal-setting methods, or create your own by selecting Create new.
  4. Want to start from an existing template? Select it, then click Copy & edit.

To add a Quick Summary block (like a summary of recent check-ins or integration updates):

  1. Select Quick summary while editing your template.
  2. Add your custom prompt inside the block.

Once you're done, hit Quick fill to insert the full template—Quick Summary prompts included.

Creating Goal Update templates

  1. When creating a Goal Update, go to the Description section and choose Quick fill.
  2. Select All templates to open the template window
  3. Use the default “Summarize sub-goals” template, or create your own with Create new.
  4. To customize an existing template, select the template and click Copy & edit.

To add a section to your template to automatically summarize and include details from check-ins, goal updates, and integration activity:

  1. Select the Quick summary option while editing your template.
  2. Add your prompt and hit Quick fill when you're ready.

Favoriting Templates

To favorite a template, hover over its name and click the ⭐ icon. Favorited templates show up right in the Quick fill menu for faster access.

Quick Summary blocks

Quick Summary blocks let you automatically include details and summaries from check-ins, integration activity, goal updates, and absences. Some example prompts:

  • Summarize check-ins: Summarize what the [ team name or person ] worked on in the past 14 days. Identify the top 5 high-level themes and write non-technical summaries with one title and paragraph for each.
  • Summarize sub-goal updates: List any sub-goal updates that were posted after the last update for this goal. Use the following format for each:

    • Linked goal update title - On track, 50% complete

      1-2 sentence summary of the goal update

  • Summarize integration activity:
    • Give me a high-level summary of merged pull requests from the [team name] in the last 7 days, suited for non-technical readers and organized into coherent themes based on area of the application that’s affected. Use one paragraph for each theme.
    • List all the Jira issues from the last 30 days from the XYZ project, organized by theme.
  • Highlight upcoming absences: List all the upcoming absences for the next 30 days on [team name], organized by week.

Check out the library of Echo presets for more examples of what you can do with Quick Summary blocks.

On demand usage

You don’t need a full template to utilize the Quick Summary blocks in your goal or goal update. Just want a summary on the fly?

  1. In the Quick Fill menu, select From prompt.
  2. Add your prompt in the Quick Summary block.
  3. Click Run to insert the summary into your goal or update.