Before creating a template, consider which settings to define as common. For example, in a group measure template, two common settings are measure type and the dashboard type. In this case, you can define Group as a measure type, and Group Dashboard as the dashboard type.
To create a template, there are two methods:
Defining properties in a new template.
Creating a template from an existing object.
How to create a new template
1 In the Navigation Pane, choose Setup, and expand an object type. For example, expand Locations.
2 Choose Templates. Then, choose Create. Setup opens for the selected object type.
3 In Name, type a name for the template. Optionally, define other object settings.
4 Choose Save and Close. The new template appears in Templates.
How to create a template from an existing object
1 In the Navigation Pane, choose Setup. Then, expand an object type folder. For example, expand Measures.