List of Templates

[ChrisRo5]

Hi All We are busy creating templates for projects, however, we are struggling to understand how to make them available in the convert using a template or new from template dropdown lists. Does anyone know what controls this? Thanks Chris Chris Rowley Create

[CiaranCa]

Hi Chris, the template needs shared with the person who is doing the converting to the project. That is in templates actions and then template sharing Ciaran Campbell Prudential Financial