How do I configure work template visibility?

By default, all work templates will be available as work types when users create new work either through the Add New function or when an idea is converted into a project. If you want to prevent certain templates from being options in either of these cases, you can use the Work Template Visibility page. This article describes how to configure work template visibility.

1. Click Work Template Visibility

Click Work Template Visibility
  1. On the Icon Bar click the Admin button.
  2. Click Configuration to expand the menu, then click Work Template Visibility.

2. Select Work Templates

  1. Click the down arrow for either Work creation or Idea conversion.
  2. Select or clear check boxes next to work templates.
  3. Click Done.

Work creation: Selected templates will appear when a user is creating new work.

Idea conversion: Selected templates will appear when a user is converting an idea to a project.

3. Click Save

  • Click Save.

4. View Work Templates

  • The work templates selected for Work creation in Step 3 are the only templates that are available when new work is created.

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