Create a Process Mining template

task australia Updated Sep 10, 2026 1 min read create-template.md

Create a Process Mining template to reuse a Process Mining project configuration and reapply it across your organization without the need of creating it everytime.

Before you begin

Role required: sn_process_mining_analyst, sn_process_mining_power_user, or sn_process_mining_admin

About this task

Creating a template has the following conditions:

Only power users or higher can create or delete Standard templates. Analysts can view them.
Analysts and above can create Custom templates.
An analyst never sees the type selector when creating a template. The type is always set to Custom automatically.

Procedure

Navigate to Workspaces > Process Mining Workspace.
From the Process Mining projects page, select the gear icon, then select Manage project templates.

[Omitted image "man-temp.png"] Alt text: Manage project templates button

You can also manage templates from the Project Setup page. For more information, see Create a project or template using Project Builder.
Select the Templates tab on the Manage project templates page.

[Omitted image "create-template.png"] Alt text: Templates tab

Note: You can select any template, and select the Delete button to delete it. To edit a template, you can open the template and edit.
Select New.

The Set objectives tab is displayed.

[Omitted image "set-obj-temp.png"] Alt text: Set objectives tab
Follow the steps in the Create a project or template using Project Builder section to complete the process.

Result

The template is created.

You can view and manage it from Manage project templates (available from the gear icon on the projects page).

Parent Topic:Process Mining templates

64 lines · 2.8 KB Wrap lines

---
title: Create a Process Mining template
description: Create a Process Mining template to reuse a Process Mining project configuration and reapply it across your organization without the need of creating it everytime.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/now-intelligence/process-mining/create-template.html
release: australia
product: Process Mining
classification: process-mining
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Process Mining templates, Use, Process Mining, Platform Analytics]
---

# Create a Process Mining template

Create a Process Mining template to reuse a Process Mining project configuration and reapply it across your organization without the need of creating it everytime.

## Before you begin

Role required: sn\_process\_mining\_analyst, sn\_process\_mining\_power\_user, or sn\_process\_mining\_admin

## About this task

Creating a template has the following conditions:

- Only power users or higher can create or delete Standard templates. Analysts can view them.
- Analysts and above can create Custom templates.
- An analyst never sees the type selector when creating a template. The type is always set to Custom automatically.

## Procedure

1. Navigate to **Workspaces** &gt; **Process Mining Workspace**.

2. From the Process Mining projects page, select the gear icon, then select **Manage project templates**.

\[Omitted image "man-temp.png"\] Alt text: Manage project templates button

You can also manage templates from the Project Setup page. For more information, see [Create a project or template using Project Builder](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/now-intelligence/process-mining/define-workflow-model.md).

3. Select the **Templates** tab on the Manage project templates page.

\[Omitted image "create-template.png"\] Alt text: Templates tab

**Note:** You can select any template, and select the **Delete** button to delete it. To edit a template, you can open the template and edit.

4. Select **New**.

The Set objectives tab is displayed.

\[Omitted image "set-obj-temp.png"\] Alt text: Set objectives tab

5. Follow the steps in the [Create a project or template using Project Builder](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/now-intelligence/process-mining/define-workflow-model.md) section to complete the process.

## Result

The template is created.

You can view and manage it from **Manage project templates** \(available from the gear icon on the projects page\).

**Parent Topic:**[Process Mining templates](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/now-intelligence/process-mining/pm_templates.md)