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XTM Cloud 13.4

Creating project templates from the Project list

To create a project template from the Project list:
  1. Select Projects > Project list.

  2. Select the context menu icon bars-solid.png next to the project that you would like to save as a template.

  3. From the dropdown list, select share-from-square-solid.svg Actions > Save as template.

    The Create template popup is displayed.

  4. 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.

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