Once a Template has been created, you can amend its structure. Any new Projects created from that Template will use the updated version. Existing Projects already created from the Template will remain unchanged.
To edit a Template:
- The Template must have been created by a user in your organisation.
- You must be an Administrator on the Template Project.
Note: If your Template includes Notes, Documents, or Discussions, only the latest version of each will be copied into new Projects—not the full version history.
If you need an ISMS.online-provided Template to be updated, please contact our support team using the in-platform chat.
How to Edit a Template
- Find the Template Project ID:
- Go to the Work menu and select All Work.
- Click Create New and choose Project.
- You’ll see a list of Templates available to you.
- Hover over the Template you’d like to edit. The Project ID will appear at the end of the link in your browser’s status bar (for example: 2264).
- Access the Template Project:
- Open any existing Project in ISMS.online.
- In the URL, replace the number after /projects/ with the Template’s Project ID (for example: platform.isms.online/projects/2264).
- Press Enter to load the Template.
- Edit the Template structure in the same way you would edit a normal Project.
Important: You can only load a Template URL if you have access rights to that Template.