How to delete a One Page Plan Template?

Deleting a One Page Plan template is quick and straightforward. Follow these steps to remove an unwanted template:

Steps to Delete a Template

1. Click the arrow in the upper-left corner of your One Page Plan. This will open a drop-down menu.
   
2. Scroll down to the Templates section and select the template you want to delete.
    
   • You’ll know you’re viewing the template because its name will appear at the top left of the page.
     
3. Go to "...More" in the upper-right corner of the screen.
4. From the drop-down menu, select "Delete One Page Plan."

Important Note

Only Admins and Assistants have the ability to delete One Page Plan templates.