Have you created a template and later realized that your workflow has changed or that something is missing?

Why should you edit templates?

Processes evolve in day-to-day work. A template can always be optimized further.

Common reasons:

• You want to add new tasks or intermediate steps

• a milestone is unnecessary or too complex

• Your workflow has changed

• you want to make the structure clearer and more efficient

Example:
You’re using a design template and notice that an important intermediate step is missing; you can simply add it later.

Where can you find your templates?

You can find all templates in the “Templates” section of the left-hand menu. Click on “Templates” to see an overview of your existing templates.

Editing a template

Step 1: Select a template

Open the "Templates" section and click on the desired template.

Step 2: Make changes

You’ll be taken directly to the details view where you can edit your template.

Among other things, you can:

• Customize the name and description

• Add general notes

• Create or delete milestones

• Edit, add, or organize tasks

• Customize task details:

  • Description

  • Responsibilities

  • Status

  • Subtasks

  • Due Dates

  • Priorities

• Add files and folders

• Add revisions

Step 3: Changes are saved automatically

All changes are saved automatically; you don’t need to confirm anything.

If you no longer need a template, you can delete it at any time.

Impact of changes

Changes to a template only affect future projects. Existing projects remain unchanged.

🔗 Related articles

• "Create template"

• "Effective project templates - best practice"

• "Use approval processes"