The Templates page is located in the left side-bar on your project dashboard.

 

Choose whether you'd like to save a tracker or fileroom by selecting the appropriate tab. Then:

 1   Click Save From A Project.

 2   Expand the drop-down menu and select the desired project from the list provided.

 3   Select an available tracker or fileroom.

 4   Name your template.

 5   Click Save.

Your new template now resides in the list of templates available for copying into a project.