Archived 2016 Posts

Archived 2016 Posts

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Creating A Template

edited 12/09/19 in Archived 2016 Posts

The project that I'm working on is reoccuring every year. I was wondering if it is possible to create a template for this project event that I can just queue up a fresh one every year?

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  • ✭✭✭✭✭✭

    Hi Ann,

    Yes, it is possible to create a template from your existing sheet. Under the Home tab (upper left corner), the icon that looks like a sheet of paper (upper left corner, right under the home tab). Click that and chose "Save as Template". It's very easy and we love being able to do that. Enjoy.

    Peace!

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