Creating template

Arrows Saving as a template user flow

Saving as a template user flow

from Arrows

Creating template

This flow guides the user through the process of converting an existing plan into a reusable template, naming the template, and then viewing the newly created template within a library of tem

Accessing Templates

Initiating Conversion

Naming Template

Saving Template

Viewing Template

Reviewing Templates Library

Arrows accessing templates screen
example

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