Deleting a Roadmap Template

This article is for admin and TC roles only.

Alex Masterson avatar
Written by Alex Masterson
Updated over a week ago

⚠️ *IMPORTANT*: Client roadmaps are created when you assign templates to transactions. Since client roadmaps are not linked to the templates that were used to create them, deleting a template does not remove any client roadmaps from transactions.

If you want to remove roadmaps from transactions, follow the steps outlined in this article from our Knowledge Base.

To delete a roadmap template, do the following:

  1. In Client Portal, click Roadmap Builder in the left sidebar.

  2. Click on a roadmap template in the Roadmaps section.

  3. Click the More Options icon.

  4. Select Delete Template.

  5. In the pop-up, click Yes.

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