Adding Activity Steps from a Step Template

You can add steps from a step template to add a group of predefined steps to an activity.

To add steps from a step template to an activity:

Click Projects.
On the Projects navigation bar, click Activities.
On the Activities page, select an activity and click the Steps detail window.
1. In the Steps detail window, click Assign....
2. In the Select Activity Step Template dialog box, select a templates and click Assign.

Tips

Step templates are created on the Enterprise Data or Enterprise Project Data page.