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Create Milestone from Template

Hi,

 

I am using the Clarizen Professional Edition. I am able to create a template from an existing milestone. However, when creating a new milestone (either via the Navigation Panel or directly in the project view), I am not given the option to select a milestone template. I can only enter a name and parent item.

 

Could you kindly let me know how to do that?

 

Best regards,

Georg

Georg Ziegner Answered

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Hi!

 

Go to Settings > Layout > Item Types > Milestone > Field Layout > Add/Edit Mode > Drag and drop "Template" into the form.

 

Good Luck!

Tamir

Tamir Avital 0 votes
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Hi Tamir,

 

thanks, that did the trick.

 

All the best,

Georg

Georg Ziegner 0 votes
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Is the path mention still the method to apply milestone templates within projects?  If so.. is this an individual users setting, or something the system adminstrator sets for all users.

Thanks!

Stephen Weinberg 0 votes
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