Set Up the Templates List

by | Jun 12, 2022

Your templates are located in the projects tab, listed by project name. Create new templates as you need them.

Your Templates List

by | Jun 12, 2022

Your templates are located in the projects tab, listed by project name. Look them up there. Make sure you don’t cross steps off when you complete them. Templates are only a reference for other projects.

Set Up the Templates List

by | Jun 12, 2022

Choose a Templates list method and make sure it is easy to access, with a single click, without defining search terms each time. If you need to define and save a custom view, do it now and name it “Templates”.