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Planview Customer Success Center

Accessing Templates Using the Templates Module

The grid is AdaptiveWork's standard data table display for viewing, managing and editing data and items in most modules. A grid display is one of three display type options used to configure several of the out-of-the-box view options available in the View Navigator for most modules.

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Clicking the 202018667_all.jpg icon, located above the ribbon enables selecting the template type to show.

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Right-click the template to delete or edit the item.