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:

  1. On the  Navigation Menu, expand  Projects and click Activities.
  2. 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.

Tip

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

Related Topics

About Step Templates



Last Published Wednesday, April 1, 2026