Deactivate a project template
In this video, you will learn:
- How to share a project template granting rights to activate and deactivate it.
- How to activate and deactivate a project template.
Transcript
To deactivate a project template, you need to have Manage Rights to the template. You can grant Manage Rights by going to Template Sharing. I鈥檓 going to share this template with David White and give him Manage Rights. It doesn鈥檛 matter which advanced settings are checked or unchecked. David will still be able to activate and deactivate this template as long as Manage It is selected. I鈥檓 giving him rights to manage this template, but I鈥檓 going to restrict rights to delete it in this case. Now I鈥檓 logged in as David White. Click on New Project from Template. Notice that when I create a project from a template, our test template shows up in David鈥檚 list. This is because I shared it with him. Anyone who the template is shared with, even if they only have view rights, will be able to see it in this template list. Now let鈥檚 go and deactivate this template. I go to Templates. Select the template to deactivate. Click the three dot menu. And I have the option to deactivate the template. Now let鈥檚 go back to our Templates list. If I change the view to a custom view that has the active status, I can easily see which of these templates are active and which are not active. Another way to deactivate templates is through a bulk edit. I can select a couple of templates here. Choose Edit. And set Active to No. Notice that all the templates still appear in this list. They all still exist and can be edited and shared, but they won鈥檛 be available to create projects unless they are active. Let鈥檚 go back to our projects. Create a new project from the template. And all we have is this one active template. Let鈥檚 go back to our Templates list for a minute. And notice that if you do have this Is Active column, this is another way to easily activate or deactivate any template that you have rights to.
NOTE
If you decide to delete a template, any project you created using that template will not be affected. Deleted templates will be moved to the Recycle Bin for 30 days and can be recovered only by the system administrator.
Learn how to create a custom view to see and edit the active status of project templates
To create a project template view with an active status column, see the Project template active status view activity in Create a basic view.
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