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Duplicate an accountability template

Duplicate an accountability template to create an exact copy. Duplicating speeds the creation of similar templates.
You can duplicate any template that contains a check box next to its name by completing the following steps:
  1. In the navigation bar, click the 
    Account
     button. 
  2. Click the 
    Accountability Templates
     link.
  3. Use the search field or scroll down in the template list to locate the accountability template you want to duplicate.
  4. Select the check box next to the template name.
    If the template does not have a check box next to its name, it cannot be duplicated.
  5. Click the 
    Duplicate
     button at the top of the screen.
    Copy of <Template name>
     screen appears, displaying all of the values that were part of the original template.
  6. Make whatever changes you want to the template details.
    At a minimum, you should change the name of the template so that you can distinguish it from the original.
  7.  Click 
    Save
    .
The screen refreshes and the new template appears in the list on the Accountability Templates screen.