Set up plan templates

Follow Navigate to and create templates and then select the plan template type to create a plan template. Optionally, you can use plan templates to group together templates in selected accounts. All templates linked to this plan will generate entities in these accounts.

Click Continue to go to the next stage.

The stages and settings displayed at each stage are described in the table below.

Stage	Panel	Settings and descriptions
'Pre-stage'		Select the applicable client accounts. Select the feed. Add feed filters to modify the feed.
One stage	Template settings	Enter a plan template name. Accounts and the feed are inherited from the pre-stage and displayed but can be edited here.

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