Modifying an Activity Plan Template
To modify an activity plan template navigate to the Customize workspace and go to the Activity Plan tab.
Optional:
- Before you make changes to an activity plan, you can preserve the original by using the 3-dot button and selecting Add Copy, then make the changes in the new copy.
Click the Edit button for the template to edit the Detail tab.
Click the Edit Steps button to modify or delete existing steps or add new ones.
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