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💡 If you're adding a new product or service and you want it in your Templated Project Plan, check this out.
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Article 📄
- Navigate to Project Management System base -> Templated Project Plan table
- Find the "Template Type" field. This field may be hidden, so you will need to unhide it.
- Double-click the Template Type field to add a new single-select option. Title this option with the name of your new product or service.
- Duplicate one of your already-existing Project Plan views.
- In the duplicated view, change the name of the view to the name of your new product or service.
- In this same view, change the filter to "Where Template Type is (name of new product or service here)"
- In this same view, start adding your new deliverables for your new project plan for your new product or service.
Video 🎥
https://www.loom.com/share/e6c55bb3c4444134826ef3db4d893a11
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Related articles 💡
How do I add one-off deliverables?