Creating a Template

You can create a template from the Templates page.

Before you begin:
  • You must have the Leader role to create or edit a template.
  • Make sure that your browser is compatible with the latest HTML 5 specification.
See Also
Template Editor Description
Opening a Template
Editing a Report Template
Modifying Template Properties
  1. From the Templates page, click Actions > Create Template .
  2. In the Create Template form:
    1. Enter a name or select AutoName.
    2. Optional: Click and select a type in the Types tree.

      Important: The default type is Report Template. The other types are dedicated to other apps. For example, Specification Report Template is dedicated to Specification Management.

    3. Enter a title.

    For more information, see Rules for Naming.

A new template is added to the Templates page.

You can now complete your template.