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1. Create or import an investigation, as described in one of the following pages:
   • Creating an Investigation
   • Importing an Existing Investigation
2. Add or edit items, as described in one of the following pages:
   • Adding Items
   • Editing Items

3. In the Node panel, select the node of the study or assay that you want to save. 

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4. In the Action panel, click Save Selected Node as Template.

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   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. If you specify the same name as an existing template, your new template overwrites the previous one. 
6. Click Save. The Metadata Utility reappears. 

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