Working with templates

Reuse the style or content of an activity or an entry by creating templates.

About this task

You can use an activity template to capture the required steps, contacts, resources, and tools used to complete a common process. After you create the template, you can create multiple activities from it for each project that uses the process.

You can use an entry template to capture a set of fields that comprise a custom entry. After you create the entry template, you can create multiple entries from it.

Procedure