In order to create templates, you must be an administrator or a member who has been given ‘can edit’ access by your administrator. If you don’t see the green new button, contact your administrator to give you access.
Templates are the basis of all of your checklists in Process Street, so it’s natural that at some point you’re going to want to edit them. Perhaps the time has come to update a template or you’re looking to change a pre-made template you’ve imported; either way, it’s time to edit.
There are two ways to edit an existing template:
- Directly from the dashboard
- From the template view mode
Both of these methods utilize the “Edit” option in the template’s menu, so the quickest method depends on if you’re currently viewing your dashboard or you’ve already opened the template.
Editing a template
If you’re already on the home screen, filtering by tag or inside a folder, there’s no need to go into the template to edit it. Instead, click the cog next to the template’s name to open the menu.
Note that you can click on the template’s name to view it, which will bring up the same menu on the right-hand side of the screen.
Either way, once this menu is open, go ahead and select “Edit this template” from it to start editing.
Find out how to add the following widgets into your templates:
- How does the email widget work?
- How does the sub-checklist widget work?
- How does the forms widget work?
- How does the file widget work?
- How does the video widget work?
- How does the image widget work?
- How does the text widget work?
To learn more about editing and building out your templates, take a look through our Getting Started Guide below.