Manage your Project Forms (Project Categories)

Owned by Matt Kepple
Last updated: Dec 20, 2022 by Divyum Goel (Unlicensed)
1 min read

Steps:

You must be an Organisation Admin to manage your organisation’s Project Templates. Ask your Admin to manage your organisation’s roles and make you an admin.

  1. Launch the My Apps ribbon from the top menu

  2. Select the Project Templates button in the My Apps menu

  3. You arrive on the Manage Project Templates page

Above the tab

The table displays

  • Column 1: the name of the Project Template

  • Column 2: names of projects within your organisation that were created using that Project Template

  • Column 3: Tools - a dropdown menu that gives you more options