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

  1. Open the Projects module.
  2. 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.
  3. 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.
  4. Click OK.