Creating or Generating a New Request from a Template

There are two ways to generate a new Request from a reusable request template.

When you create a request from a template, the item inherits all the details from the template, including title and associated tasks and/or tests.

Option 1 - From the Sidebar

1. Click on the + icon in the sidebar.
2. Select the type of asset you want to add.
3. Enter the asset details and click Save.

Option 2 - From the Templates Grid

1. Click the hamburger menu > Product > Templates.
2. In the Request Templates section, click the Generate Request button next to a template.
3. In the request template page, enter all necessary information.
4. Edit the new request as necessary. The new request will display in the Requests page.