Copying a Template

Rather than creating a new template from scratch, you can copy an existing template.

To copy a template:

  1. Navigate to the template that you want to copy.
  2. Click Template Actions, then click Copy Template.
  3. Specify a name for the template.
    By default, the new name is Copy of Name of Template.
  4. Select whether you want to Retain user assignments on tasks and template: select this option to carry all task and template assignments from the original template to the new template.
  5. Click Save to create a copy of the template.

Audited 6/14/2018

This article last updated on 2018-06-14 16:54:09 UTC