Organizing Project Status Report Templates

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.