Edit a project template

Administrators of the same group as the creator of the template can edit it. If the creator of the template is no longer an administrator, they lose access to the project template they created, but the administrators of the group can still edit them.

Rename a project template

1. At the top of the homepage, click Projects.
2. On the top right, click MANAGE TEMPLATES.
3. On the right of the name of the template, click Edit.
4. Click in the field Template name.
5. Change the name.
6. On the bottom right, click SAVE.

Add a task

1. At the top of the homepage, click Projects.
2. On the top right, click MANAGE TEMPLATES.
3. On the right of the name of the template, click Edit.
4. Below the section Creation Tasks, Review Tasks or Share Tasks, click New task.
5. Enter the name of the task, and click outside the field or hit the Enter ↵ key.
6. On the bottom right, click SAVE.

Rename a task

1. At the top of the homepage, click Projects.
2. On the top right, click MANAGE TEMPLATES.
3. On the right of the name of the template, click Edit.
4. Click on the name of a task.
5. Change the name of the task, and click outside the field or hit the Enter ↵ key.
6. On the bottom right, click SAVE.

Reorder tasks

You can reorder tasks within the same section. If you wish to move a task to another section, remove the task and add a new task to the other section.

1. At the top of the homepage, click Projects.
2. On the top right, click MANAGE TEMPLATES.
3. On the right of the name of the template, click Edit.
4. Click on the left of the name of a task, and drag & drop it above or below the other tasks of the same section.
5. On the bottom right, click SAVE.

Remove a task

1. At the top of the homepage, click Projects.
2. On the top right, click MANAGE TEMPLATES.
3. On the right of the name of the template, click Edit.
4. On the right of a task, click Delete.
5. On the bottom right, click SAVE.

Share the project template with other groups

A project template can be edited and used by the administrators of the same group as the one from the template creator.

You can share the project template with other subgroups of your group, it will then be usable and editable by administrators of those groups.

1. At the top of the homepage, click Projects.
2. On the top right, click MANAGE TEMPLATES.
3. On the right of the name of the template, click Edit.
4. On the bottom left, click SHARE TO X GROUPS (X being the number of groups the template is currently shared with).
5. Select the groups.
6. On the bottom right, click CONFIRM.
7. On the bottom right, click SAVE.