Edit a template

Options for editing templates

You can change your templates in many ways after you create them.

Who can edit templates?

Members with the “Light” role cannot edit templates. Only “Standard” members (if an Admin gives them permission for a specific template) or “Administrator” members can edit templates.

To start making changes, first open the template in Edit view:

1. Go to the Templates library.
2. Find the template you want to change.
3. Click the Edit icon (the pencil) on the template card.

This opens the Edit view, where you can modify steps, descriptions, settings, and more.

The following articles in this section explain the different things you can edit.

• Rename a template
• Add a description to a template
• Change a template's status
• Add guidance text to a step
• Edit steps
• Understanding assignment types

Related articles

Templates > Edit a template

Members with Standard or Administrator roles can modify various template elements through the Edit view interface by clicking the edit button while Light role members have restricted access to template modifications.

Edit Templates > Change a template's status

Template status indicates progress through Started In progress Finishing and Published stages with different user roles having specific permissions to modify status either from the Templates library or Template Editor settings.

Edit Templates > Add a description to a template

Descriptions can be added to enhance templates and steps by accessing the description box through Settings for templates or directly clicking on steps for individual descriptions with automatic saving functionality.

Templates > Configure your template

Template settings allow customization of workflow parameters including duplication archiving organization access controls visibility permissions and export options while tracking all changes through an activity log.