Modify Project Templates

Use the Project Templates area of General Configuration to modify a project template.

To modify project templates, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > General > Project Templates.
2. On the Project Templates form, click to search for and select the project template that you want to modify.
3. Complete or modify the fields on the tabs.
4. If this project has phases, complete or modify the appropriate fields.
5. If this phase has tasks, complete or modify the appropriate fields.
6. Click Save.