Create a template

This topic describes how to create an assessment template using a basic flow.


In Collibra 2024.05, we've launched a new user interface (UI) for Collibra Data Intelligence Platform! You can learn more about this latest UI in the UI overview.

Use the following options to see the documentation in the latest UI or in the previous, classic UI:

Requirements and permissions

You have a global role that has the Assessments > Manage templates global permission.


  1. Open the Template Gallery page.
  2. Click Create new template.
    The Template editor page opens.
  3. Click Create a Template.
    The Template editor page opens.
  4. Enter the required information.
  5. Enter the required information.
  6. Click Add Question or start dragging the required question types to the canvas.
  7. Configure the settings for the questions.
  8. Configure the logic conditions for the questions.
  9. Add more pages and more questions, as needed.
    Note Each page of a template appears as a separate section in the assessment.
  10. Click Save.
    The template is created with the version as V.1 and the status as Draft. The new template is shown in the Custom Templates section in the template gallery.

What's next?