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Comment: Drafted steps based on my testing.
  1. Create or import an investigation, as described in one of the following pages:
  2. Add or edit items, as described in one of the following pages:
  3. In the Node panel, select the node of the study or assay that you want to save. 
  4. In the Action panel, click Save Selected Node as Template. The Name Template dialog box appears. 
  5. Type a name for the template. The name you choose will appear in the list of template options when you add a study or assay to an investigation. Choose carefully, because templates cannot be changed or deleted. 
  6. Click Add study.