Create activity step templates manually

  1. Choose Enterprise, Activity Step Templates.
  2. In the upper grid, click Add.
  3. In the Step Template Name field, enter a descriptive name for the template.
  4. In the lower grid, click Add.

    The Step Count field in the upper grid automatically updates the number of steps in the template.
  5. In the Step Name field, enter the name of the step.
  6. In the Step Weight field, enter a step weight (at least 1.0).

    The higher the value you enter, the greater the importance of the step in the activity.

    Note:

    • You can add an unlimited number of templates. There is no limit on the number of steps per template.
    • You can customize the bottom grid to display user-defined field columns in which you can add step data such as dates and costs. Any user-defined field data you enter in an activity step template is saved as part of the template.

Last Published Thursday, April 3, 2025