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 or Reassign Series in Mass
You can select one or multiple series from this area to either delete them or update their project assignee all at once. Use the square check mark boxes on the left-hand side of the table to select the series you want to update.
To delete series: After you've made your selections, click the Delete icon in the upper right-hand corner and follow the prompts in the pop-up box that appears to permanently delete those series.
To edit the project assignee: After you've made your selections, click the Edit Assignee button in the upper right-hand corner.
From there, follow the prompts in the side panel that appears to choose a new project assignee for those series and click update.
