Access the Accountability Templates screen
- In the navigation bar, click Account > Accountability Templates.
Note: You can also access the Accountability Templates screen by clicking
, and then clicking the Accountability Templates link in the Basic section.
The Accountability Templates screen opens, displaying the name, description, and last publishing time and date for each accountability template in the system. For accountability templates that have recurrence set, the next occurrence is displayed.
- Optionally, do any of the following:
- Click Delete to delete the template or templates that you have selected.
- Click Duplicate to create an exact copy of an existing template that you have selected.
- Click New to create a new Accountability template.
- Search and sort the accountability templates that appear in the list.