🗂 How to Edit or Delete a Client Task Template

Need to update a template or remove one you no longer use? You can easily manage your saved Client Task Templates directly from the Templates section.

✏️ To Edit or Delete a Client Task Template

1. Go to Templates

   In the left-hand navigation menu, click on Templates.

2. Open the Client Task Templates section

   At the top of the Templates page, click Client Task Templates.

   Select the Template

   Find and click on the template you want to update or delete.

   Choose Your Action

   • Click Edit Template to make changes, then save.
   • Click Delete Template to permanently remove it.

🛑 Note: Deleted templates cannot be recovered.