How can I edit the Template settings overview section? | Community
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BrittanyGe
Level 2
May 7, 2025
Question

How can I edit the Template settings overview section?

  • May 7, 2025
  • 1 reply
  • 384 views

How can I edit the overview section when editing template settings like I can while setting up layout templates?

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1 reply

MorganHatcher
MorganHatcher
Level 4
May 7, 2025

Hi Brittany - 

 

If I am understanding correctly, you want to update what is visible in the Overview section of a template when the project is opened using it?

 

You can update/add to the fields in the Overview section and they will then display when you open a project from that Template. Unfortunately, you can not remove any areas/sections of the Overview section at the Project Template level for them to be the same when a project is opened - what is visible in the Overview area of any object can only be done through Layout Templates. 

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