How to migrate a template from GUIDE 1.0 to 2.0

By design your 1.0 templates won't appear in 2.0. You'll need to migrate them - here's how to do that!

Elan Maynez
8 steps
21 seconds

Guidecx

1

Navigate to your Templates in GUIDE 1.0

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2

Click "Try 2.0"

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3

Click "Migrate Templates"

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4

Select the checkbox of each template you'd like to migrate.

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5

Click "Migrate"

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6

Click "Start Migration"

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7

Click "Projects"

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8

Click "*Client Onboarding Template*"

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This template can now be used for GUIDE 2.0 projects!