❌ 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.
