How do you change the template of a Project Milestone?
Follow these steps to change the template of a project milestone:- Click the Main Menu.
- Go to the Projects tab.
- Select the Project Milestones module.
- Open any project milestone record.
- Click the More button.
- Click the Print button.
- Select any template from the list of all available templates.
- You can perform any of the below options to view the applied template on the project record.
- Edit & Export- You can edit the project milestone and export it to your local system.
- Email with PDF- You can email the project milestone record as a PDF to the contact.
- Print- You can print the project milestone and keep a hard copy.
- Save as PDF- You can save the project milestone as a PDF on your local system.