The Plan Templates Tab

The Plan Templates tab contains all of the templates used in a particular plan. Note that this tab is only available for Action plans. You can view the template name, type and category, the description of the corresponding activity, and when the activity is scheduled to be completed. You can also select another template for an activity, open multiple templates for review and editing purposes, and generate a Plan Template Report.

Available in this topic:

Topics related to this screen
Icons used on this screen

HOW TO FIND THIS SCREEN
FEATURE	ROUTE
Calendar	From the View Plan screen, click the Plan Templates tab.

TOPICS RELATED TO THIS SCREEN
FEATURE	PROCEDURES
	About Plans Creating a New (Personal) Plan Generating a Plan Template Report Viewing a Plan's Templates Deleting a Plan

ICONS USED ON THIS SCREEN
ICON	COMMENT
	Preview an envelope, letter, label or postcard template.
	Preview an email template.
	Select another template for an activity.