Managing Notes for Project Template Worksteps

You can includes notes in project template worksteps. The notes in the template will be included in projects created from the template.

Note: Changes to the template worksteps will only affect new projects created from the template.

To manage workstep notes for a template, do the following:

1. Open the Templates list.
   • From Dashboard. Open Dashboard, click Application Links on the navigation panel, and then click Configuration > Project templates under Workstream.
   • In Workstream. Click Templates in the Manage group on the Manage ribbon.
2. Select a project template, and then click. You can also right-click and select Open from the menu.
3. Click Worksteps on the navigation panel. The window displays a grid listing the worksteps in the project template.

   Note: If the Worksteps option does not display on the navigation panel, then no worksteps have been set up for the template.

4. Click the workstep you want to work with in the grid.
5. If the workstep detail tabs do not display at the bottom of the window, click Show Details to display them at the bottom of the window.
6. Click the Notes tab in the workshop details section at the bottom of the window.
7. Enter your note text in the field.
8. Click one of the Save buttons or Cancel.

   Button	Description
   Save	Saves the changes without exiting the window.
   Save & New	Saves the changes and opens a new window.
   Save & Close	Saves the changes and exits the window.
   Cancel	Exits the window without saving your changes.