Editing templates allows you to change template project details, add team members, and adjust Chatter Group connections. In addition, you can also add and remove tasks to the template, reschedule them, as well as adjust task dependencies (if enabled).
Edit Template Project Details
- In the left sidebar, select Templates from the Board Filters.
- Under Projects, hover over the template project that you want to edit and click on the More Actions icon that appears.
- Select Edit Project. Alternatively, double click on the project.
- Double click on most fields to enter inline editing mode. Alternatively, click Edit and make desired changes.
- Optional: Open the Team tab to add or remove Team Members.
- Optional: Open the Groups tab to add or remove Chatter Group associations.
- Click Save or Save & Close.