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When you create a project, you can save it as a template. Project templates store information about the workflow and project details. To create a project, you need to have a customer. For details, we recommend that you read the following article: How to create a customer.
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Guidelines
Go to Projects → Project list → Add project.
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Select a Customer, and then enter a Project name. Note red asterisks on the left-hand side which indicate obligatory fields.
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