How to Edit Templates

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 access template edit mode:

Both of these methods utilize the “Edit Template” 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.

Users: In order to edit templates, you must be an Administrator or a Member who has been given ‘can edit’ access by your Administrator.

Editing a template

Start from your template dashboard and search for your template there, or inside a folder.

Click the three dots next to the template’s name to open the right-hand menu. Select “Edit Template” to open the template editor.

You can also click the template’s name to open it in template view mode, after which you can select “Edit Template” from the right-hand menu.

If you have chosen a premade template from the template gallery, as soon as you select the template it opens up in template view mode, ready to edit or to run checklists from.

Add more features & functions

You can add all sorts of useful components to your templates. Follow the links below to find out how to add them into your templates:

And how to add these powerful features:

Any changes you make to your template will auto-save as a draft while you work.

Once you have finished editing, click the “Save changes” button in the top right corner of your screen to push your changes live.

If you have checklists running from this template, you can choose to push updates to all your checklists when you save. Click “Sure do!” (or choose to update them one at a time).

Unsaved template changes

If you navigate away from your template without saving all your changes, your changes will not push through to template view mode, or any active checklists.

When you return to the template, you will see a pop-up message at the top of your screen, and an orange/yellow warning icon next to the “Edit Template” button, as shown below.

Edit the template and then save (or discard) your changes.

To learn more about editing and building out your templates, take a look through our Getting Started Guide below.


 

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