Once you've finished working with your Goal Templates, you can start attaching various flavors of Task, Risk & Update Templates. This means that you can create customized ways for your team to accurately and consistently manage each goal. For example you may have a particular format for your 'Board Update' or a particular flavor of 'Project Risk'. Updates, Tasks and Risks can only be created in relation to Goals. So, when you create or edit a Goal Template you are able to determine which flavor of Update, Task and Risk you want to relate to that Goal, if any.
Attaching these Templates is done in the same fashion as attaching Goal Templates in the Strategy Model; by dragging them on map from the left hand panel onto the associated Goal Template.
Update, Task and Risk Templates follow the same access control rules as Goal Templates (Learn more here). The simplest way to control this access is to select the 'People with edit power on the Goal' option. Selecting this will automatically allow any users who already have edit access for that Goal to be able to use this template as well.