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How to edit a Template

← Templates
To edit a template:
  1. From the Planbook Bar, select Templates.


  2. Hover on the template, and click the Edit button.


  3. Make the desired changes to the template.


  4. Click the Save (checkmark) icon in top-right menu to save the changes.




To learn more about Templates, please refer to the Template Overview or watch our Video Tutorial.

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