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When the Create Template dialog box appears, click the “Activity Type” selector, and choose from one of the pre-defined activity types. See <LINK> Table of Activity Types by Core Task Category for a chart of Activity Types and their uses.
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E. The “Gear” symbol button opens the template configuration settings. Some of these settings, such as template name and tags, are the same as can be accessed from the main template page “Pencil” icon. The two key settings that can only be accessed through this template configuration button are setting the appropriate date fields and building the conditions (or logic rules) for each template. Conditions allow the template creator to create smart templates that respond based on the input received from the template itself. A complete walkthrough of template configuration settings and programming conditions is found here <LINK>.
F. The questions and question groups used to make up this template are found in this center section. Clicking the question itself opens the question configuration panel.
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The new template is now ready for editing or adding questions (LINK), designing rules and logic (LINK), and publishing (LINK).