Delete Template

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To delete a template, open the template and untick Active.

 

untick active template

 

If the template is linked to a project or projects, this also suggests that it may have been linked to a project type in Template Rules.

 

If this is the case, go to Projects > Template Rules on the ribbon, locate the project that the template is linked to. Click Edit, then highlight the action it is linked to, right click and select Delete Link.

 

delete template link

 

How to

Create Billing Templates

Escalation Templates Example

Project Job Implementation Templates Example

Project Template Creation

Project Template Creation Example 1

Project Template Creation Example 2

Use Template Merge Functionality