Create an accountability template Skip Navigation

Create an accountability template

  1. In the navigation bar, click 
    Account
    .
  2. Click 
    Accountability Templates
    .
  3. On the 
    Accountability Templates
     screen, click 
    New
     or select one of the out-of-the-box templates.
  4. After you have reviewed the template details, click 
    Save
    .