Editing Templates

You can edit templates to change the properties, such as the name of a template and the number of days before and after Day Zero. If you reduce the number of days before or after the Day Zero, any tasks associated with those days are removed. Editing a template has no effect on existing schedules previously generated from that template.

You can edit, copy, and delete tasks in a template. See Editing Tasks.

You must be working in the source template to edit tasks from embedded templates.

  To edit a template:

  1. From the toolbar, select Manage, then Templates.

  2. Select the template that you want to edit.

  3. Use one of these methods:

    • Click Actions, and then select Edit.

    • Click the Edit icon.

    • Right-click and select Edit.

  4. Edit the template properties.

  5. Click OK to save your changes.