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Edit Template

Overview

To edit a template in 5day.io:

  1. Go to Account Settings: From the dashboard, navigate to your account settings.
  2. Open Template List: In the settings menu, find and select the 'Template List' option.
  3. Locate Template: A list of templates will be displayed. Next to each template, you will find a three-dot menu.
  4. Edit Template: Click the three-dot menu and select Edit. You can now modify the template's image, name, and description.
  5. Save Changes: Once you've made your desired changes, click Save to confirm.

How to Edit Inside a Template Project

To edit the details inside a template project:

  1. Go to Account Settings: Start by accessing your account settings.
  2. Open Template List: Find the 'Template List' and open it.
  3. Select Template: Click on the three-dot menu next to the template you want to edit and select Open.
  4. Modify Project Details: The template project will open, allowing you to modify any details, such as task statuses, assignees, dates, or other saved information.
  5. Save Automatically: Once changes are made, click the Back button, and the system will save the changes automatically. You’ll return to the template list.