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LB103
New Participant
March 5, 2024
New

Template notes that do not carry over

  • March 5, 2024
  • 2 replies
  • 365 views

I'd like to be able to put notes on templates that DO NOT carry over onto a project so the project managers can use it as a guide.
We have a lot of scenarios that are if/then and it gets hard to remember them all.

2 replies

Richard__Carlson
Richard__Carlson
New Participant
March 6, 2024

I think more or less that is what the description field is intended for

T
TealeMcCleaf
New Participant
March 5, 2024

Hi LB103 - 

 

The only thing I know of that doesn't copy over from the template to the project is the Updates tab, although that would present some difficulty in providing guidance to your project managers as a 'how to' guide.  Have you considered using the Description field and then allowing them to remove the instruction, IF they choose to? 

 

Hope this helps, 

Teale

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