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❌ How to remove a participant in Trackline from a template

❌ How to remove a participant in Trackline from a template
Remove participants from the Trackline template
In Trackline, within the Code Contract platform, removing a participant from a template is useful to prevent this person from being included in future processes created with that template.

This helps keep templates updated and processes organized.

Steps to remove a participant from a template

  • Access the Templates section
    From the platform, go to the Templates section and select the template you want to modify.
  • Edit the template
    Click on Edit Template to access its settings.
  • Locate the step where participants are listed
    Find the phase or step within the template where participants are assigned.
  • Select the participant you want to remove
    In the assigned participants list, select the person you wish to remove.
  • Remove the participant
    Click on the option to delete or remove the participant from that phase or step.
  • Save changes
    Confirm and save the updated template so that future processes based on it no longer include the removed participant.