Templates

Question:     

Is it possible to change my default save location for templates?

 

Every time I start a new schedule, I format it the same way, including color scheme, toolbox choices, number of rows per  page, etc.  Is there an easier way?

 

Answer 1:

Yes, it's possible to change the folder for personal templates.  On the Tools tab, in the Program Options section, choose Folders.  Click the Browse button on the row for Personal Templates.

 

Answer 2:

Templates can save you time by keeping your customized toolbox, columns, column headings, page layout, and more.  Thus, templates retain the formatting ( the "look" of a chart) while charts preserve schedule details.   

Learn how to create a template schedule here.

Learn how to customize your toolbox here.

 

 

 

 

 

 

 

 


 

 

Related topics

Save file as chart or template?

Charts (Milestones Help)

Templates (Milestones Help)

 

 

 

 

 

 

 

 

 

 

 

 

Applies to Milestones Professional:      2017        2019         2021         2023

 

   

   

   

   

 

 

 

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