Adding a new agile work type from a template

You can add a new agile work type using an agile work type template. Choose the type of agile work type that you want to create and then select the template from a list of templates. Finish entering summary details using the New Investment dialog box.

To add a new agile work type from a template

Open the Projects module.
Select an agile work type in the agile work tree under which you want to add an agile work type. Right-click and select New Investment from Template.
In the New Investment from Template dialog box, select the agile work type, an agile work type template, and (if the template contains a task plan) the date on which starting and ending dates will be based.
Click OK.