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Create an accountability template

  1. In the navigation bar, click
    Account
    >
    Accountability Templates
    .
  2. On the
    Accountability Templates
    screen, click
    New
    or select one of the out-of-the-box templates.
  3. On the
    New Accountability Template
    screen, select or enter values in the following sections:
  4. After you have reviewed the template details, click
    Save
    .