1. First, select a project.

2. Now enter the Deliverables page through the navigation sidebar. This page shows the full list of Deliverables and can be easily filtered based on different sets of information.

Hint: You can easily search the Deliverables either with a certain Process Template or without one by using the Filter tool on the top right of the page.

3. Select the desired deliverables by clicking on the small white box to the left of them, then click on the “Assign Template” button on the top right of the page.

4. A window will pop up with the available Process Templates previously created, click on the Process Template you want the Deliverable to be assigned with and a confirmation message will be shown.

If you want to change a Process Template that has already been assigned, change it using the Template editor. The Deliverables that were assigned with the modified template will automatically update to reflect the new sequence. Please be aware you can only change the Template of a Deliverable if no entry data has yet been collected for the template currently used.

Congratulations! You have successfully assigned a Template to a Deliverable. The template structure was added to the Deliverable and can now be seen in the mobile Sablono App.

Did this answer your question?