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Step 7: Create a template from your project

Step 7: Create a template from your project

Create templates from all the projects you create for your clients.
Chris Irwin avatar
Written by Chris Irwin. Updated over a week ago

Step 7: Create a template from your project (transcription)

1. From the home screen of your account, select a client.
2. Navigate to an existing Project, or create a new Project if you don't have any yet.
3. At the top right of the screen, click the Share icon.
4. Click on Save as Template.
5. Complete the Name and Description fields.
6. Choose the integrations that are present in the template.
7. Click on Save Template.


Next: Setup an automated project

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