You may access or create templates on the Templates tab of the corresponding object definition.
To create a template, you must have the following information:
•Object for which you want to create a template.
•System and custom fields you want the template to automatically populate with default values, such as Name, Opened On. For more details on fields, see Adding Fields to Templates.
•Sub-objects you want the template to automatically add and populate with default values, such as Categories, Assignees, and Relations. For more details on sub-objects, see Adding Sub-objects to Templates.
•Related objects you want the template to automatically create, such as Tasks, Accounts, History, and Appointments. For more details on related objects, see Adding Related Objects to Templates.
When you have all this information available you are ready to create your template.
