Create step templates to specify reusable sets of steps common to many activities. This task represents the minimum steps required to create a step template. You can also configure a step template to add, delete, or arrange the steps assigned to a template.
To create step templates:
- Click Administration.
- On the Administration navigation bar, click Enterprise Data.
- On the Enterprise Data page, expand Activities and click Step Templates.
- On the Step Templates page:
- Click Add.
- In the Template Name field, double-click and type a name.
- Click Save.