Use templates with demand Doc pages

task australia Updated Sep 10, 2026 1 min read apply-template-to-demand-docs-ppw.md
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Apply a template to demand Doc pages to standardize content structure across demands or save a configured page as a reusable template for your team.

Before you begin

Role required: it_demand_user, it_demand_manager, or demand_approver

Procedure

  1. Navigate to Workspaces > Portfolio Planning Workspace.

  2. Select the Demands icon [Omitted image "demands-icon.png"].

  3. Open a demand from the List page.

  4. Select Docs from the navigation menu.

  5. In the Pages tab, select the Product Requirements page actions icon [Omitted image "eap-doc-page-actions-icon.png"] Alt text:.

  6. Determine whether you want to apply a template to the doc or save the doc as a template.

Goal

Actions

Apply a template

  1. Select Apply template.
  2. Select Use in the card for the template that you want to use.

Save the doc as a template

  1. Select Save as template.
  2. Provide a name and description for the template.
  3. Set the template visibility by selecting either Public or Private.
  4. Select Save.
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