Skip to main content
romihache
VIP ⭐️⭐️⭐️⭐️⭐️
July 20, 2022
New Idea

Ability to create/update templates outside engagements

Related products:PX Engagements
  • July 20, 2022
  • 1 reply
  • 54 views

Mainly what the title says.

Currently to create a template you need to create first an engagement. Would be nice to have a dedicated section to do that without the need to create “temporary” engagements. 
In that section would be great the ability to tag them, making them more easily accessible for future engagements; currently the only search available is by name.
 

 

1 reply

mmarques
Helper ⭐️⭐️
September 13, 2022

It’s also confusing how to turn an engagement into a template.