<aside> 💡 If you're adding a new product or service and you want it in your Templated Project Plan, check this out.

</aside>

Article 📄

  1. Navigate to Project Management System base -> Templated Project Plan table
  2. Find the "Template Type" field. This field may be hidden, so you will need to unhide it.
  3. 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.
  4. Duplicate one of your already-existing Project Plan views.
  5. In the duplicated view, change the name of the view to the name of your new product or service.
  6. In this same view, change the filter to "Where Template Type is (name of new product or service here)"
  7. 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

FAQs 🧐

Related articles 💡

How do I add one-off deliverables?