Project Templates

[Aswi]

How to create & add a category on project templates?

[Richard_Le_]

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.

[Madalyn_Destafney]

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]

@Aswi did my answer above answer your question?