Planning your custom templates
Most of the work involved in creating custom templates involves determining the fields you want in your templates and how you want to organize those fields. You should attempt to capture this information on paper before you start creating attributes and forms; this planning step streamlines the creation process.
Before you begin creating custom templates, decide on the types of templates that your organization needs and create a storyboard or a spreadsheet that shows the tabs that you want the object to have and each field that you want to appear in each tab.
For example, if you know that you want a project to list the business unit that requested the project, you record the following information about the business unit field.
After you do this planning step for every field in a form, you can create the attributes and the form.