Using task templates

Templates are useful for tasks that are repeated regularly, or have many sub-tasks.

In Synergetic you can use templates to:

• pre-set task fields to default settings that suit your organisation
• ensure a particular task is always sent to a specific staff member
• ensure a complex task is completed fully
• create small templates of common sub-tasks that can be combined with other tasks.

See Using task templates in the Synergetic Introduction manual.

In SynWeb you can:

• create templates from current tasks
• create tasks from templates.

Creating a template from a current task

1. Open the Task List window. See Managing tasks.
2. Click for the task that you want to make into a template.

   

   A confirmation dialog is displayed.

3. Click .

   The task is saved as a template and displayed when the Show Templates field is selected.

   

Creating a task from a template

1. Open the Task List window. See Managing tasks.
2. Click

   The New Task From Template window is displayed.

   

3. Select a task, an originator and the person is allocated the task.
4. Click .

   The task is added to the Task List for the person who the task is allocated to.

   Tip: Select Originated By Me to see the task if you are the originator.

Last modified: 11/10/2013 10:36:20 AM