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Introduction to Templates

Walk through the fundamentals of using templates.

Updated over 4 months ago

The eventPERCH allows planners to streamline their workflow by creating and reusing templates for Budget and Timeline views.

These templates can be used multiple times, providing consistency and efficiency on event level.

Since template management (editing, archiving, or deleting) takes place within its own, their creation and reuse are handled directly within event timelines and budgets.

Notes: Templates are created and applied exclusively at the event level.

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