Editing activity templates

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

Before you begin

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

About this task

To edit a template, complete the following steps:

Procedure

  1. Click the Activity Templates tab to open the list of templates.
  2. Find the template that you want 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.

    Note: Only the owners of a template can edit it. If you are not an owner, you cannot see the Edit link, and the Edit Template menu option is not enabled.
  3. Make the changes that you want, and then click Save.



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