templates managment

Barb, 

Thank you for posting your question in the Forum. Unfortunately, the Templates Module only lists your templates and does not allow you to view/edit the settings or sub-items. 

In order to View/Modify the templates, you will need to use them within a Project/Milestone (existing or new) and once you are viewing the template within an actual project, you can then see the properties, sub-items and you will be able to make any changes you wish. then you can click on Save Template and select Save As New or Overwrite existing based on your needs.

Sincerely, 

Boris Krutiy

On a similar thread, how can I remove a template from the list of templates? If I needed to.

You should have the ability to go to the Template Module to delete existing templates. If you cannot delete, be sure that your user has enough permissions.

Hi Boris - I am a super user  / admin and am not able to delete templates via the template module. Has this feature been removed or what type of access do I need to delete templates?

Hi Boris - Never mind! I just noticed the delete button at the top of the window pane. Thanks!