How to edit, copy and delete Job Plan templates I shared?

This article is about managing Job Plan templates (the sharing of which is explained here), not about managing Job Plans themselves.

To edit a Job Plan template that you shared with your organisation, please follow these steps:

1. Click on the Job Planning tab on your Dashboard.
2. Click on View All next to 'Previous 5 Job Plans'.
3. Scroll down the page until you see a section called 'Your shared Job Plan Templates'.
4. Open the chosen Job Plan template by clicking on it, make necessary changes, and ensure to click on Save for each.

All saved changes will be reflected in your shared Job Plan template.

Should you wish to make a copy of your shared Job Plan template, please open it as above and click on the Duplicate Template button in the top-right corner of the screen. Once done, the copy of your Job Plan template will be available to all.

In case you would like to stop sharing your Job Plan template, please request it from your organisation's administrator (you will find their contact details under Help & Support on your Dashboard) or us.

Updated on: 15/05/2026