Remove template information from a project
You cannot remove a template from a project. You can only manually remove information that was added to the project after a template was attached to the project. For information about attaching templates, see Attach a template to a project.
Access requirements
You must have the following access to perform the steps in this article:
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| ÃÛ¶¹ÊÓƵ Workfront plan | Any |
| ÃÛ¶¹ÊÓƵ Workfront license* |
New: Standard Current: Work or higher |
| Access level configurations | Edit access to Tasks |
| Object permissions |
Manage access to tasks Contribute or higher access to the project |
*For more information, see Access requirements in Workfront documentation.
Options to remove template information from a project
To remove template information that was added to the project, you can do one of the following:
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Manually remove information from the project after the template was attached.
For information, see Edit projects.
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Delete the tasks in the project which were added with the template.
For information, see the Delete tasks created from a template section in this article.
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Delete the template from Workfront. Deleting the template from Workfront does not delete the tasks added from the template from projects.
For information, see Delete project templates.
Delete tasks created from a template delete-tasks-created-from-a-template
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Go to the Tasks section of the project.
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Do one of the following:
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Create a filter for the task list to display only tasks that were created from a template using the following statement:
code language-none Task >> Template Task ID >>Is Not BlankFor information about creating a filter, see Create or edit filters in ÃÛ¶¹ÊÓƵ Workfront.
When you apply the filter, only tasks associated with a Template Task ID display in the list.
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Create a view for the task list to display the Template Task ID or Template Task Name fields in a column.
When you apply the view, the tasks that contain information in the Template Task ID or Template Task name column were created using a template.
For information about creating a view, see Views overview in ÃÛ¶¹ÊÓƵ Workfront.
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Select all the tasks identified in Step 2 as created from a template, then click the Delete icon**> Yes, Delete it**. For more information, see Delete tasks.