Importing a Template (or Plan) to an existing plan

This lesson shows you how to import a template (or another plan) to an existing plan. Applying templates won't alter your existing information. It'll add all the template data to your plan.

Click Import

Click Import

Once inside a plan, click Import in the top right corner.

Select the template or other plan you want applied to this plan, and the options. Click Accept and the template will be applied.

Select the template or other plan you want applied to this plan, and the options. Click Accept and the template will be applied.

You can choose to import from a template or even from a plan you've recently viewed. Here you can choose if you'd like the items, notes, people, or all three to be imported into this plan.

Note: This is a 1-time import action. Changes made to the template after the import will not affect this plan.

Note: Administrators and Editors have the permission to import items, notes, and people. Schedulers will only have the permission to import people into a plan or template.

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