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XTM Cloud 13.4

Creating project templates during project creation

To create a project template during project creation:
  1. Select Projects > Project list.

  2. In the top right corner of the screen, select the Add project button.

  3. Fill in the relevant fields in the project creation form.

  4. At the bottom of the page, select the Save as template button.

    The Create template popup is displayed.

  5. In the Create template popup:

    • fill in the mandatory Name text field.

    • select the value for the Type parameter:

      • Customer specific – you will be able to use this template only for the Customer selected during the project creation.

      • Global – you will be able to use this template for all your Customers.

    • if needed, fill in the optional Description text field.

    • select Save.

    The project template has been successfully created. message is displayed.

  6. Click xmark-large-solid.svg or the Close button to close the Create template popup.