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Find and Edit Templates
Find and Edit Templates

Workflow, Checklist, Standardized Procedure, Status, Where

Beatty W avatar
Written by Beatty W
Updated over a week ago

::Note:: If you navigate to the templates subtab and it is blank, this is probably due to not having the correct permissions set. Use the blue reset in the top corner and if the page is still blank, please ask your account owner to update your permissions accordingly. ::Note::

  1. From the Jobs Tab, click on the Templates subtab

2. You will now see all your templates listed rather than your jobs

3. You can click on the name of the template to edit

4. Now you can add/edit tasks, rearrange, rewrite etc.
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