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Saving an agile work type as an agile work type template

If your organization prefers a particular type of agile work type, you can save its values, associated documents and log types, and pre-defined tasks as an agile work type template.

To save an agile work type as an agile work type template

  1. Open the Projects module.
  2. In the agile work tree, choose the agile work type you want to save as a template, right-click and select Save Investment as Template.

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