Edit Template

Follow these steps if you would like to edit your template from an intuitive hierarchical view:

  1. Open the Smart Templates view for the item/subitem on the board. 
  2. Click on the 3-dots menu for the template you want to edit.
  3. Select the Edit option.

  1. A template will be opened in a pop-up.

Many actions with items and columns are available in this pop-up. For example, you can:

  • Change a template’s structure by adding/duplicating/deleting/reordering items/subitems;
  • Adding/changing values in the columns.

Note: you can find more details regarding managing your templates in edit template category.

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