Manage Templates

Manage Existing Template

Edit Project from Project Details Screen

Delete a Template

 

Project Templates allow for quick addition of a project to a client.

Manage Existing Template

Edit Project from Project Details Screen

If a project is associated with a template, edits can be made to the overall template or to just the project associated with the client.

Use Template Settings

If you wish to remove the project from the Template settings, in the Project Details screen, uncheck the Use Template Settings box by the Project Template name. Any edits made to the project will not affect the template, but will change the settings for the client.

Click here to edit Template Settings

By clicking on this link, you will be brought back to the Template. Any edits/changes made will be rolled out when saved.

Delete a Template