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Tasks / Request Lists / Save Request List as a template
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Save a Request List as a template

To save a Request List as a template:

  1. Create a blank Request List or Create a Request list using AI

  2. Open the request and go to the More options section.

  3. Select Save as template. The 'Edit and save template' window displays.

  4. Enter a template Name and add a Description (optional).

  5. Select Edit template.

  6. Select Save to use the template.

    The template now displays under the Templates menu.

NOTE:

Once a Request List is saved as a template, it becomes available as an option for creating Request Lists from pre-populated templates. See Create a Request List using a template for more information.