Understanding why a template is "In Use," why you may not be able delete it, and how to duplicate "Review" templates
In Lattice, the words "In Use" may be next to a review template. This means that it is part of a review cycle or was part of a past review cycle. Templates in Lattice can be edited until they're associated with a review cycle.
In Lattice, admins are not able to delete or edit templates that are "In Use." Editing these templates would compromise the integrity of the active/ended review cycle data. Templates [questions and answers] are associated to those who fill them out in a review cycle and editing them would mess that up.
However, admins are able to "Duplicate" templates that are "In Use." Duplicating a template is a quick way to make small adjustments/changes to previously used review templates.
How to Duplicate a Template In Lattice
Step 1: Navigate to the "Admin" panel using the navigation bar
Step 2: Click on "Reviews" found on the left Administration panel
Step 3: Click "View" to the right of the template
Step 4: Click "Duplicate"
If the template that you want to delete or edit is only being used in a test review cycle, you can delete that review cycle which will free up the ability to edit the template.
If you have any questions, please reach out to us at firstname.lastname@example.org