✏️ How to Edit and Update Existing Templates in Trackline
Modify a template you previously created
Editing a template in Trackline, part of the Code Contract platform, is a simple process that allows you to adapt existing workflows to new needs without losing the original structure.

1. Go to the Templates section
From Code Contract, open the Trackline module and select Templates.

2. Find the template you want to edit
Use the search bar or scroll through the list to locate the template you want to modify.

3. Open the template for editing
Click Edit Template to access its configuration.

4. Make the necessary changes
Modify information requests, phases, or participants as needed.
Add, remove, or adjust fields and roles to meet new requirements.

5. Save the changes
Once you've reviewed the updates, save the template so the changes take effect.

If the template is currently being used in active processes, it cannot be edited directly.
You will need to duplicate the template and archive the original version.