In the Template chooser, you can edit organisation and personal templates.
Restrictions
To create and manage organisation templates, you need to have the CELUM Work privilege enabled in the account management.
Click the "Edit" icon next to a template.
The template wizard dialog opens and you change the details and process for your template.
See the topics Template details, Taskboard and robots, and Workflow to see all the options that the template wizard offers.
Click the "Copy" icon next to a template. A new dialog opens:
Give the template copy a new name and choose a category which you want to add it to.
Click "Copy" to create the duplicate.
Click the "Move" icon next to a template. A new dialog opens:
The dialog will show you a summary of the move, which will only be possible to the category "Personal templates".
Click "Move" to move the template.
Click the "Delete" icon next to a template. A confirmation dialog opens.
Click "Delete template" in the confirmation dialog.
The template disappears from the template chooser dialog.