Setting Up Templates

Templates hold the default fields and values for an activity or webhook, with scripts and triggering rules.

All activities and webhooks are created from templates.

Each template is named and associated with a specific service group and you can customize and extend the provided fields, scripts, and todo items.

  1. Display the Templates. In your project settings, click the Activity Templates tab. One or more templates may already be available.

  2. Customize the Templates. Optionally, click a template to customize it, instead of creating a new template from scratch.

  3. Create a New Template. Alternatively, click New Template to begin creating a new template. The New Activity Template dialog appears.

Next Steps#