How to change a template?

This article will demonstrate different ways to change a task or assignment's template.

Changing a Single Task's Template

Method 1

  1. Go to the Tasks page.
  2. Under the "action" column of the item that you want to change, click the gear icon > edit.
  3. The edit task window will appear. Near the bottom, you should see the Template section. Choose a new template, click save changes, and you're done.

Method 2

  1. Go to the tasks page.
  2. Under the "template" column of the item you want to change, click the template's name.
  3. The template selection dialog box will appear.
  4. Choose a new template, click save changes, and you're done!

Changing Multiple Tasks' Templates at Once

  1. On the Tasks page, select the tasks you want to change templates.
  2. Click the Action dropdown in the upper left area of the screen. This should appear just under the heading text that says "Tasks". This only appears when you have multiple tasks selected.
  3. From the dropdown, select Change template.
  4. A window will appear allowing you to select a new template. Review the affected tasks by clicking the "Changes will be applied to N selected items" link.
  5. Once you've selected your desired template and reviewed the would-be affected tasks, click Save Changes and you're done!

Changing a Single Assignment's Template

Method 1

  1. Go to the Assignments page.
  2. In the Action column of the item that you want to change, click the gear icon, then select Change template.
  3. A window for selecting a new template will appear. 
  4. Select your new template, then click Change template and you're done!

Method 2

  1. Go to the Assignments page.
  2. Click the template name link under the item you want to change.
  3. A window for selecting a new template will appear. 
  4. Select your new template, then click Change template and you're done!

Changing Multiple Assignment's Templates at Once

  1. On the assignments page, select the items you want to change.
  2. Click the Actions dropdown in the upper left area of the page just under the text that says "Assignments". This appears when you have multiple assignments selected.
  3. From the dropdown, select Change template.
  4. A window will appear allowing you to select a new template.
  5. Select your new template, review the affected assignments by clicking the "Changes will be applied to N selected items" link. Once everything's good, click Change template once you're done!