There are two distinct ways you can go about creating a work item template.
1. Creating a new work item template from scratch.
To create a new work item template, you'll want to navigate to the "Template Editor" page via the menu dropdown in the top right corner. From there, you'll:
- Click "New"
- Give your template a name
- Add a detailed description
- Create checklist items (optional)
- Upload any attachments
Once saved, work items generated via this template will contain all of the above information.
2. Saving an existing work item as a template
Alternatively, say there's already an existing work item that's built in a useful way (detailed description, a helpful checklist, useful attachments, etc.) and you want to make it the standard moving forward. Just:
- Open the work item on your device
- Click the ellipsis button
- Click "Save as a Template"
- Make any edits (if desired)
- Click "Save"
Once saved, you'll be able to both create tasks using the template and apply it to PM schedules.