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Project Templates

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Level 2

How to create & add a category on project templates?

 

 

 

 

 

 

 

 

3 Replies

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Community Advisor

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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Community Advisor

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:

Madalyn_Destafney_0-1690392784031.png

 

If this helped you, please mark correct to help others : )

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Community Advisor

@Aswi did my answer above answer your question?

If this helped you, please mark correct to help others : )