Projects → User Actions → Manage Templates → Opening the Manage Templates dialog box

Opening the Manage Templates dialog box

Templates allow you to quickly create complex items by applying default values, copying associated documents and logs (Risks, Issues, and Discussions), and using pre-defined task plans.

To open the Manage Templates dialog box

  1. Open the Projects module.
  2. In the items tree, right-click and select Manage Templates.

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