Delete Template

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

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.

Further information

Create a New Template

Create Billing Templates

Update a Template

Generating Jobs Using Project Templates

Escalation Templates Example

Non-Billing Template Setup and Usage

Project Job Templates Example

Project Template Creation Example 1

Project Template Creation Example 2

See all Templates That Have Been Created

Use Template Merge Functionality