Remove template information from a project

Last update: Tue Jul 26 2022 00:00:00 GMT+0000 (Coordinated Universal Time)

Topics:
Work Management

CREATED FOR:

User

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:

Adobe Workfront plan*

Any

Adobe Workfront license*

Work or higher

Access level configurations*

Edit access to Tasks

Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.

Object permissions

Manage access to tasks

Contribute or higher access to the project

For information on requesting additional access, see Request access to objects.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

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:

Manually remove information from the project after the template was attached.

For information, see Edit projects.
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.
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

Go to the Tasks section of the project.

Do one of the following:

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 Blank`

For information about creating a filter, see Create or edit filters in Adobe Workfront.

When you apply the filter, only tasks associated with a Template Task ID display in the list.

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 Adobe Workfront.

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.

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