To find the Template, click the Top Menu and choose Setup.







Click the process you want to setup. In this case, we want to setup New Process.




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From the Template we can edit the process’ Display, Settings, and Default Columns. You can also attach File Folders and Files, download an .xml file of the process template (should you want to upload it to use for another process), and Trash a process.




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The Template is also where you will turn a process off and on. Usually, if you are creating a process, you will leave it turned off until it is built and ready to use. However, you can turn it on and make it live whenever you want by clicking Turn on.