Creating New Template Elements

You can add chapters, tasks and steps to an existing template.

To insert a template element:

  1. Highlight the location where you want to add the element.

    If you want to add a chapter above the existing first chapter in the template, highlight the template root node (template name) at the top of the template tree.

  2. From the Edit menu (or toolbar) select the appropriate option: Insert Chapter, Insert Task, Insert Step.

  3. Enter a unique name for your new element.

    Note:

    Each chapter in the update template must have a unique name, each task within a chapter must have a unique name, and each step within a task must have a unique name.

  4. Click OK.

    When creating new steps, Change Assistant displays the Step Properties dialog box for specifying step options.