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My first sheet automatically set Yes/No decision lines to red/green but everything after that has to be manually set. I want this feature activated throughout my project. How do I set it?

Hi @ant w thanks for posting in the community - I'm happy to help! Just to confirm are you looking for steps on how to enable conditional formatting so that Yes/No decisions lines are red/green? If that is the case you can easily set rules to  enable this for your documents.

I have also attached a screenshot demonstrating the rules I set for the red No line.

 
If you're hoping to have this formatting automatically applied to all new documents that you create for your project you can create a template containing these rules. To do this first create a new blank doc and add the required formatting rules. After this you can select File > Convert to Template to change the document into a template. You can also convert the document into a template by right-clicking the document in your documents list. 


This will allow you to use the template as a starting point for new documents and the conditional formatting rules will already be applied to the document! 


I hope this helps. Please feel free to comment in this thread if you have any questions!


Thanks Leianne I have it organised now.


I must say - I would prefer a global setting option here the user can globally set defaults for all these sort of settings for any document. Nevertheless at least I can make it work.


Hi @ant w thanks for following up with that update and sharing that feedback. I can certainly see how a global setting option for all documents would make setting defaults easier. 

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