How to edit a Template
This article will provide users with the information needed edit a template.
To edit a template:
- From the Planbook Bar, select Templates.
- Hover over the template, and click the Edit button.
- Make the desired changes to the template.
- Click the Save (checkmark) icon in top-right menu to save the changes.
To learn more about Templates, please refer to the Template Overview or watch our Video Tutorial.