Using Schedule Template in the Client Schedule Section

Created by Emily A, Modified on Thu, 17 Apr at 9:21 PM by Emily A

Once schedules are created in the Schedule Template Center, they can be reused in client projects by adding them directly to the Client Schedule Board.

Steps to Use Template Schedules:


Navigate to Client Schedule

 Go to the Client section and click on the Schedule tab.


On the top right of the schedule board, click on the hamburger icon (three horizontal lines).

A popup window titled Select Template will appear, allowing you to choose from existing schedule templates.

Once you've selected the desired template, click the Apply button to use it. 

Once applied, the selected schedule will be automatically added to the Gantt and List view.






  

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