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This category is for all tasks that typically involve making the template functional, accurate, and a source of truth for our users.

Tasks Include

  • Diagrams - Visual representations of calculations
  • Presets - Default value sets for quick starts
  • Validation Examples - Test cases to ensure accuracy
  • Internal Review - Team review process
  • External Review - Third-party validation
  • UnBeta Changes - Final adjustments before public release
These tasks are shared across all templates and will involve any UX work to make the template efficient and clear. When all General Final Template Work is completed, you should have a product that is ready to be used.
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