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Manage Schedule Templates

If you are a System Administrator, you can create schedule templates if your users frequently add the same tasks to their schedules. The Manage Schedule Templates page consists of these tabs:

  • Schedule Templates: Create, edit, and delete schedule templates

  • Template Details: Add tasks to your schedule.

    The Template Details tab of the Manage Schedule Templates page is where you

  • Update Portfolio: Push changes on your schedule templates across the entities in your portfolio.