Edit activity templates

Edit an activity template to make changes to it after you create it.

Edit a template has no effect on any of the activities that you created using the template.

To edit a template:

1. Click the Activity Templates tab to open the list of templates.

2. Find the template to edit, click More to expand it, and then click Edit.

   If the template is already open, from the title bar, select Template Actions > Edit Template.

   Only the owners of a template can edit it. If we are not an owner, we cannot see the Edit link, and the Edit Template menu option is not enabled.

3. Make the changes you want, and then click Save.

Parent topic:
Work with templates