How do I turn an existing Story into a Template?

In addition to creating new Templates, you can turn any existing Story into a Template in a few steps.

To do this, open the Story and click on the Story Actions menu (found by clicking on the ellipsis in the upper right corner of the Story), then click on Duplicate Story.

StoryTemplateCreationExistingStory.gif

 

This will open a new Story dialogue, where you can make any changes to the Template before saving it. Once you’re done, click on the arrow button next to Create Story, then select Save as New Template in the drop-down menu.

You’ll be prompted to name your Template, and then you can click Save as New Template again to save it.  

A success message will pop up in the lower right corner confirming that your new Template was saved and giving you the option to create a new Story from the Template.

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