Creating Step Templates
Create step templates to specify reusable sets of steps common to many activities. This task represents the minimum steps required to create a step template. To configure a step template, see Configuring Step Templates.
To create step templates:
- Click the
Projects menu and select Enterprise Project Data, or click the Administer menu and select Enterprise Data. - In the Enterprise Data pane, expand Activities and click Step Templates.
- On the Step Templates page:
- Click
Add (Insert). - In the Template Name field, double-click and type a name.
- Click
Save (Ctrl+S).
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