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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:

  1. Click the "" Projects menu and select Enterprise Project Data, or click the Administer menu and select Enterprise Data.
  2. In the Enterprise Data pane, expand Activities and click Step Templates.
  3. On the Step Templates page:
    1. Click "" Add (Insert).
    2. In the Template Name field, double-click and type a name.
    3. Click "" Save (Ctrl+S).

Related Topics

About Step Templates

Configuring Step Templates

Enterprise Data Page

Step Templates Page


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