How To Create A New Template?

How to Create a new template?


Creating Templates: Streamlining Project Processes

  1. Templates in KTern enable you to create, update, and utilize predefined structures for efficient project management, particularly when using the “Clone and Create” feature.

  2. Here's a step-by-step guide on creating a new template:

    1. Select the concerned project and navigate to “Define Template," which houses existing templates for that project.



    2. Next to the created templates, find the "Create a New Template" button.



    3. Click the "Create a New Template" button and provide a Template Name.



    4. Create Items & Apply Conditional Rules for the required work items (Tasks/Issues/Test Cases/Signoffs/Meetings). You can simultaneously create items and apply conditional rules for all the work items in the same template.





    5. Type in “@” to add the title of link item A or link item B. For instance, if link item B is “Accounts Payable” and the formulated name is “Design - @Link-ItemB,” then the created task will be named as “Design - Accounts Payable.”

    6. Click on the “Create” button to add the new template.




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