To delete an existing action plan template in the project's Action Plans tool.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the Company level Admin tool
- Navigate to the Company level Admin tool.
- Under 'Tool Settings', click Action Plans.
- Navigate to the 'Templates' tab.
- Click on the template you want to delete.
- Click the vertical ellipsis next to the Edit button and click Delete.
- Click the Delete button from the 'Delete Template' window.