The Add Activity Plan Template dialog allows you to create the details, steps, attachments, and statuses of an activity plan template.
To add a new activity plan template:
- Navigate to the Customize workspace.
- Click the Activity Plans tab.
- At the top of the templates list, click the Add Activity Plan button .
The Add Activity Plan Template dialog opens. - Fill in the mandatory Name field. For more information on activity plan details, see Modifying activity plan template details.
- In the Steps tab, add the procedural steps for your activity plan template. For more information on activity plan steps, see Configuring activity plan template steps.
- In the Attachments tab, add any attachments that you want to have associated with the activity plan template. For more information on adding attachments, see Configuring activity plan template attachments.
- In the Statuses tab, add the Default Status and any optional statuses to your activity plan template. For more information on adding statuses, see Modifying activity plan template status settings.