Manage ITP templates
View, search, duplicate, publish and delete ITP templates that are available to your project.
This guide is designed for project manager.
Steps
Step 1: Open the ITP templates list
Navigate to the ITP Templates section for your project to see all available system, organisation and project-level templates.
Step 2: Search for a template
Use the search box at the top of the list to type part of a template name or code and filter the templates shown.
Step 3: Review template details
Check each template’s name, code, status and scope badge (system, organisation or project) to confirm which one you want to work with.
Step 4: Duplicate an existing template
Open the actions menu (three dots) for a template and select the option to duplicate it, creating a new copy you can configure separately.
Step 5: Publish a draft template
From the same actions menu, choose the publish option to make a draft template available for use in your project.
Step 6: Delete an unused template
Select delete from the actions menu, review the confirmation dialog to ensure you have chosen the correct template, and confirm to remove it.
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Last updated: 2026-03-08