Templates


Topics covered in this tutorial:

  • Activity Plans
  • Seasonal templates
  • Generating a plan

The Templates master tab is the final tab located on your Setup page and relates to both the Activity Templates and Activity Plans generated on your account during the season.



The Templates tab is divided into two sub-categories:


Activity Templates
This sub-tab contains a master list of all the Activity Templates that have been generated via the Add menu. A full tutorial for generating Activity Templates can be found here.


Activity Plans
The last sub-tab contains an overall list of all the Activity Templates that have been generated for this account via the Add menu. A full tutorial for generating Activity Plans can be found here.


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Related tutorials: