Save a project as a template

task brazil Updated Sep 10, 2026 1 min read save_project_as_template.md

Raw file servicenow.com

Save a project you have tested and refined as a template, so anyone can reuse its configuration for new projects.

Before you begin

Role required: sn_process_mining_analyst, sn_process_mining_power_user, or sn_process_mining_admin

About this task

The template type this project is saved as depends on your role:

If you're a power user or above, the project is saved as a Standard template.
If you're an analyst, the project is saved as a Custom template.

Procedure

Navigate to Workspaces > Process Mining Workspace.
Open the Process Mining project you want to save as a template.
From the card's dropdown menu, select Save as Template.

[Omitted image "add-template.png"] Alt text: Save as template option

The Set objectives tab is displayed.
Follow the steps in the Create a project or template using Project Builder section to complete the process.

Result

The template is created using the project.

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

Parent Topic:Process Mining templates

Keywords process miningtemplates

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---
title: Save a project as a template
description: Save a project you have tested and refined as a template, so anyone can reuse its configuration for new projects.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/application-development/process-mining/save\_project\_as\_template.html
release: brazil
product: Process Mining
classification: process-mining
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
keywords: [process mining, templates]
breadcrumb: [Process Mining templates, Use, Process Mining, Discover, AI Workflow Factory Prime, Agentic app development, Building applications]
---

# Save a project as a template

Save a project you have tested and refined as a template, so anyone can reuse its configuration for new projects.

## Before you begin

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

## About this task

The template type this project is saved as depends on your role:

- If you're a power user or above, the project is saved as a Standard template.
- If you're an analyst, the project is saved as a Custom template.

## Procedure

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

2. Open the Process Mining project you want to save as a template.

3. From the card's dropdown menu, select **Save as Template**.

\[Omitted image "add-template.png"\] Alt text: Save as template option

The Set objectives tab is displayed.

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

## Result

The template is created using the project.

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/brazil/markdown/application-development/process-mining/pm_templates.md)