---
title: "Create a Template from a Process"
slug: "create-a-template-from-a-process"
updated: 2024-08-12T13:55:15Z
published: 2024-08-12T13:55:15Z
canonical: "docs.processmaker.com/create-a-template-from-a-process"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.processmaker.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a Template from a Process

Save one of your Processes as a Template.

## Create a Process Template

**Permissions**

Your user account or group membership must have the following permissions to create a new Process Template unless your user account has the **Make this user a Super Admin** setting selected:

- Process Templates: Create Process Templates
- Process Templates: View Process Templates
- Processes: View Processes

See the [Process Templates](/v1/docs/permission-descriptions-for-users-and-groups#process-templates) permissions or ask your Administrator for assistance.

Follow these steps to create a new Template from an existing Process:

1. [View your Processes.](/v1/docs/view-edit-and-search-for-processes#view-all-processes)
2. Click the![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/23c3ffa7-9b5d-4a39-aa89-80d46b98cda3.png) menu for your Process, and then select the **Save as** **Template** option. The **Create Template** screen displays.

![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/c9ed718f-b623-4c1b-af2f-5b0b52f75d89.png)
3. In the **Template Name** setting, enter a unique name for the Template. Template names must be unique in your organization and can only use apostrophe characters (`'`) and spaces. This is a required setting.
4. In the **Description** setting, enter a description of the Template. This is a required setting.
5. In the **Version** setting, enter a version number for this template. This is required setting and accepts numerical values only.
6. From the **Category** drop-down menu, select one or more [Process Categories](/v1/docs/process-categories) to associate with this Template. To remove a Process Category that is currently selected, click the![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/98caf561-e60b-4c01-afa8-76abe718d4eb.png)icon for that selection. The category list is populated from [Process Categories.](/v1/docs/process-categories)
7. Do one of the following:
  - Select the **Save** **all** **assets** option to include all assets associated with this Process, including but not limited to Screens, Scripts, and Data Connectors, as part of this Template.
  - Select the **Save** **process** **model** **only** option to include only the Process model in the Template.
8. Click the **Save** button to create a new Template from this Process. The new Template displays in the **Templates** tab.