Thanks for your feedback! It’s planned to add a migration guide/documentation for existing installations and this will include a step by step guide to set this up. I’m also happy to provide feedback below:
The templates for a field can be configured when you add/edit a custom/system field under Administration > Customizations. The default templates for new installations are “Test Case (Text)”, “Test Case (Steps)” and “Exploratory Session”. The custom fields are Preconditions, Steps, Expected Results for “Test Case (Text)”, Preconditions and Steps (Separated) for “Test Case (Steps)” as well as Mission and Goals for “Exploratory Session”. All fields are of type Text (except for the separated steps field which uses Steps and Step Results).
So, to get the default templates and field layouts of new installations, you would add a separated steps field (if you don’t have it already) and the Mission and Goals text fields. You would then add the two new templates and link the custom fields to the templates.
I hope this helps!