1
Navigate to the Dashboard.
2
Click on Admin Settings.
3
Click on the Project Templates tab.
4
Click on a Project Template to edit it.
5
Click Add Step.
6
Add a Name, Story Points, and the Description The Story Points will be used in any Sprint Planning.
7
Add the Task Type
8
Add a Segment.
Best Practice: only specify a Segment if you would like the Task to be available to a group other than the assigned Segment of the Project.
9
Choose the Assignment Group that will be working on the Task.
10
Specify the Duration.
Duration is used to calculate the Start and End Date of the Task.
11
Note that there are no available Dependencies because no other Steps are included in the Project Template yet.
12
Choose an Assignee if you always know who will be working on this Task.
13
Include how many Planned Hours this Task will take to complete. This field can be used for resource planning.
14
Click Create Template Step.
15
Note that the new Step has been added to the table.
Click Add Step to add a second Step.
16
Add a Dependency if needed.
Hint: Tasks that have Dependencies won't start until the Dependencies are Closed Complete.
17
Click Create Template Step.
The Step is now added to the list on the Project Template.
