How do I modify a Project Template?

andytom
Kilo Contributor

Once a Project Template is created, how do we edit that template?  Or do we have to create a new Project from the Template, edit the Project and save as a new template?

9 REPLIES 9

Alberto Consonn
ServiceNow Employee
ServiceNow Employee

Hi,

please refer to the documentation below, it will explain how to do it:

Project template configuration

Hope this will be useful for you.

Please, remember to mark Correct or Helpful if you find my response useful.

Cheers
Alberto

andytom
Kilo Contributor

Thanks but this doesn't tell me how to edit the content of an existing template. I want to make changes to tasks or add tasks to an existing template.

Stephanie Rose
Kilo Contributor

@andytom did you find a solution to this? I am also looking for a way to simply modify the template via a planning console type view. I know you can open the template via Projects - Template and make changes in the Project Template Tasks list but this is very painful.

andytom
Kilo Contributor

No other solution is available at this time. I entered the suggestion for a Planning Console view for project templates on the Idea Portal. "Planning Console view for Project Templates". If you could go there and add your comments it might help move this along.