Create a New Template
Create a template to create a snapshot of an enterprise, site or project configuration.
Before you can create a template, you must contact support to have the feature enabled.
- Right-click on the enterprise, site, or project that you want to use to create the template and navigate to Template > New.
- Use the Name and Description fields to enter the name and description of the template.
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Use the Items to Include fields to select which areas of
the site to include in the template:
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Security Groups - If you select to copy security groups, when the template is implemented, the security groups will be recreated and will include (Created from template) in their name.
- Keywords
- Custom Fields
- Static Virtual Containers
- Item Status
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Projects - If you want to copy sub-projects, you must also select the Sub Projects option.
- Dynamic Virtual Containers
- Distribution Groups
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Workflows - The panel members on the Workflows will require access to the new location when the template is implemented.
- Task Containers
- Discussion Containers
- Form Templates
- Sub Projects
- Document Containers
- Security Group Members
Note: If you select to copy task, discussion, or document containers, only the containers are copied--not the contents of the containers. -
- Use the Template Location field to select where the template will be created.
- Click Finish. Saving the template may take several minutes depending on the size of the template.