Activity step templates

Activity step templates enable you to define a group of steps common to multiple activities, then assign the template to activities.

Your organization might have several activities that repeat within a project or across projects. For example, every time you start a project, several specifications must be written and approved. Developing a specification is a multi-step process that never changes.

As an example, the “Write Specifications” activity could have the following steps:

1. Submit initial spec
2. Review initial spec
3. Revise initial spec
4. Final review
5. Final revision

These steps might apply to many or all “Write Specifications” activities in a project or across all projects.

Rather than manually inputting these steps into each “Write Specifications” activity, you can create an activity step template containing these steps and assign the template to each applicable activity at once.

If a commonly used step or set of steps have already been defined for an activity, you can convert the steps to a template.

Related Topics

Convert steps into an activity step template