Post

3 followers Follow
1
Avatar

templates managment

Can you please tell me how I can view all of my existing templates and what their existing milestones and tasks are?  Also, how can I go into one of those and change the milestones around?

Barb Moore Answered

Please sign in to leave a comment.

5 comments

0
Avatar

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

Boris Krutiy 0 votes
Comment actions Permalink
0
Avatar

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

Tim Gelette 0 votes
Comment actions Permalink
0
Avatar

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.

Boris Krutiy 0 votes
Comment actions Permalink
0
Avatar

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?

Michelle Orellana 0 votes
Comment actions Permalink
0
Avatar

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

Michelle Orellana 0 votes
Comment actions Permalink