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Adding/Creating a New Portfolio Item Template

This feature is available in Enterprise and Ultimate editions.

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Overview

Follow these steps to create a new reusable story/backlog item or defect template.

Steps

  1. Go to Portfolio Planning > Templates.

  2. Click Add Portfolio ItemTemplate.

  3. Enter details the appropriate fields, and then click Save.

  • Child Portfolio Items and child Stories are not supported at this time on a template.
  • Child assets can be added once the portfolio item has been generated.

 

 

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