To create and save new templates for your account and/or your organization’s account, you must first have an administrator role on the account. If you don’t, contact the administrator(s) of your organization’s account and request a role change.

If you are an administrator, nothing could be easier, click on your first and last name at the top right of the screen.

Then click on “Settings” and “Templates”.

Once you are on the “Templates” page, all you have to do is click on “Create a new template”.

You can create up to 6 templates per type of activity.