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Organizing Project Status Report Templates

How to organize project status report with collections

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Written by Blake Hester
Updated over 5 months ago
  • The first step is to create a new Collection. From the VividCharts Homepage, click NEW COLLECTION on the left side.

  • Title this Collection “Admin - Templates”, type “Summary Templates” in the description. Click SAVE.

  • Next, locate your Project Status Report template by going to the Your Views Collection, or by searching for the title in the Search in the upper right corner.

  • Once you’ve located your Project Status Report Template, click into the editor by clicking on the pencil icon next to the View.

  • Move your template to the ‘Admin - Templates’ Collection by clicking the 3 dot ellipsis in the upper right corner, then choosing ‘Move to Collections’.

  • Add your template to the Collection by clicking the ‘Admin Templates pill in the bottom section.

  • Click Update.

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