One of the best features in Jetpack Workflow is the ability to make mass changes quickly. So remember, any changes you make to a template will also impact other projects that are created from the template you're updating, as long as they are in the "Not Started" status. Changes will never roll out to projects that are in the "In Progress" or "Completed" status.
For example, let's say you have a template called "Audit" and you've created projects series for 3 different clients based on this. If you update one field in the template, that same update will happen to all projects that are in the "Not Started" status.
Not sure which clients could be effected by any changes you enact by editing a template? To the right of the screen, while in a template, you'll see each associated client.
When should these changes go live?
After you select to update the template, your changes will be made, you'll see this message on your template if something has been update.
To update all projects by editing a template, simply follow these steps:
Go to the Templates page and click on the template you want to edit (e.g. "Biweekly Bookkeeping")
Make the edits you want.
To edit the name of the task, click on the current name, update it with the inline editing and click out to save.
To rearrange the tasks, hold down on the 6 dots on the left side of a task and drag it to it's new place
To edit a specific task (e.g. add a checklist, new assignee, due date, etc), click the open button, click edit, make the edits, then click Save
To delete a task, click the open button then click the delete button at the top of the task window
To add a new task, click Add Task near the upper right hand corner of the task list