Editing a template
About this task
Template editing is spread across the following tabs. Depending on the object type, only a subset of these tabs may be available.
- Properties: basic template properties, such as name and description.
- People: roles definition.
- Campaign: Campaign integration settings Project templates only, when Collaborate-Campaign integration is enabled.(Corporate Campaign templates only)
- Recurrence: recurrence settings.
- Workflow: workflow settings (not available for simple Lists).
- Tabs: Tab definitions; add additional forms and custom tabs.
- Attachments: files that are attached by default to all objects created from the template.
- Custom Links: custom links to web pages, and so on.
Procedure
- Click Settings > Collaborate Settings.
- In the Administrative Settings screen, select Template Configuration (located under Other Options).
- Select Templates.
- Select the name of the template you want to edit.
The Properties tab of the selected template is displayed. You can edit fields on any of the object templates tabs; click a tab in the menu bar to navigate to it.
- Click Save Changes to save any changes you made to the template.