In this video we discuss our global templates.  You will learn.

 

  1. How to modify an existing template.
  2. How to import and export templates.
  3. How to add new proposed projects to the recommendation engine.
  4. How to create a new template.
  5. Template types, Business Review vs. Business Insights
  6. In our resource section for a full list of all available templates for system import.


    Using Global Templates