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Aswi
Level 2
July 26, 2023
Question

Project Templates

How to create & add a category on project templates?

 

 

 

 

 

 

 

 

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3 replies

Richard_Le_
Community Advisor
Richard_Le_Community Advisor
Community Advisor
July 26, 2023

Hi,

 

Here is a link to the help documentation on creating and using project templates

 

Here is a link to the training videos around project templates.

 

Best Regards,

Rich.

 

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Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity Advisor
Community Advisor
July 26, 2023

Are you wondering how to add a custom form to a template (known as 'category' in reporting)? If so, if you have manage access on the template, you'll see 'add custom form' in the top right of the template in the template details tab:

 

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Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity Advisor
Community Advisor
August 30, 2023

@aswi did my answer above answer your question?

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