Step templates

The Step Templates section allows you to manage Step Templates.

You can manage step templates using the buttons on the Toolbars or popup menu.

Add New Template (Ctrl+Insert) - launches the wizard for creating a new step template

Edit Template - opens the step template editor

Delete Template (Ctrl+Delete) - removes the template

Export Template

Import Template

Clone Template - create a copy of the selected template

How to create a step based on the template:

When you are prompted to create a step on policy creation or task creation click the Create Step from Template button and select the template or several templates at once from the list.