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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.

Similarly to XTM Cloud projects, you cannot copy project templates in any way.

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Guidelines

  1. Go to Projects → Project listAdd project.

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  1. 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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