Setting Default Activity Sheet Views for Templates

After you have defined templates, you can specify one of the templates as the default for managing views.

To specify a default template:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select Templates, select Shells, and then select Projects.
  3. In the Projects Templates log, select and open the applicable project.
  4. In the left Navigator, select Activity Manager, and then select Activity Sheet.
  5. In the Activity Sheets log, select the applicable template, click the gear menu ( ), and select Mark as Default.

    The Default column displays Yes for the applicable template.

    If another template was currently set as the default, the system removes the label from the Default column for that template.

To remove a default label:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select Templates, select Shells, and then select Projects.
  3. In the Projects Templates log, select and open the applicable project.
  4. In the left Navigator, select Activity Manager, and then select Activity Sheet.
  5. In the Activity Sheets log, select the applicable template, click the gear menu ( ), and select Reset Default.

Last Published Wednesday, July 2, 2025