
2. Click New at the top of the window.
3. Enter a Code for the new procedure template.
4. Enter a Description.
5. Enter a Message.
6. Select the Project to which the procedure template will be added.
7. Click Add step to add a step to the template.
9. Select a Sub procedure if necessary.
10. Click the user icon.
12. Select whether everyone in the selected group should complete this step individually.
13. Click Close in the bottom right corner of the window after selecting all desired users and groups.

A new menu will open. You can Add a step, Move a step up, Move a step down or Delete a step.
15. Click Add Step in the menu.
16. Repeat steps 7 through 13 until all desired steps have been added.
17. Click Save to save the procedure template.