User Actions → Actions → Templates
A work type template allow you to quickly create a new work type by applying default values, copying associated documents and logs, and using predefined task plans that are already defined for any existing work type. Template settings can include: work type attributes, documents, task plans, and log types. Templates do not include resource information, such as assignments or allocations.
Templates can also be used in conjunction with a workflow as a method for applying business processes. When a template is associated with a workflow transition and that transition is finished, the template settings are copied to the work type. Applying a template as part of a workflow transition will not overwrite or delete anything that is already in the work type.