1
Navigate to the Dashboard.
2
Click on Admin Settings in the side navigation.
3
Click on the Project Templates tab.
4
Click the Create Template button.
5
Add the Project Template name.
6
Specify the Project Category and Project Type.
Click here.
7
Choose an Approval Group.
Click here.
8
(Optional) Select the Segments and whether or not the Template's Segments will be copied to the Template Steps.
9
Click Create Template.
10
View the Details page of the new Project Template.
