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Ranking and Ordering Templates

This feature is available in Enterprise and Ultimate editions.

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Overview

You can rank and order your templates in the grid according to your project needs. As with other grids in the system, you can do this through drag-and-drop. You can also accomplish this by using the Move to Project drop-down menu.

Steps

  1. Go to Product Planning > Templates.

  2. Select the template you want to rank by clicking its checkbox, then open the Move to Project drop-down menu. You can select multiple templates if you want to reorder a range of templates on your grid.

  3. Select Rank from the drop-down and choose a ranking option (choices are: move selected templates to top or bottom of the selected project, move to top or bottom of the list, or move to a specific page).

  4. The system redisplays the Templates grid with your newly-ordered templates.

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