Skip to main content

Templates and Associated Work

Written by Beatty W

On a template, navigate to the Associate Work tab to see all series and one-off projects associated with the template. Use the toggle at the top to pick either the series view or one-off project view.

In the series view, you'll be able to see columns for:

  • client

  • series name

  • project assignee

  • series frequency

  • series start date

  • series end date

  • series created date

Switch to the one-off projects view and you'll see columns for:

  • client

  • project name

  • project assignee

  • project start date

  • project due date

  • project create date

Click the blue Filter button to open up and filter this table view further as needed.

How to Delete Series in Mass

You can also select one or multiple series and delete from this area! Use the square check mark boxes to the left hand side of table to select the series you're wanting to delete

After you've made your selections, click the delete button in the upper right hand corner and follow the prompts in the pop up box that appears to delete those series permanently.

Did this answer your question?