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Aswi
New Participant
July 26, 2023
Question

Project Templates

  • July 26, 2023
  • 2 replies
  • 630 views

How to create & add a category on project templates?

 

 

 

 

 

 

 

 

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2 replies

Madalyn_Destafney
Madalyn_Destafney
New Participant
July 26, 2023

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:

 

If this helped you, please mark correct to help others : )
Madalyn_Destafney
Madalyn_Destafney
New Participant
August 30, 2023

@aswi did my answer above answer your question?

If this helped you, please mark correct to help others : )
R
Richard_Le_
New Participant
July 26, 2023

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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