Creating a task template

To create a task template:

1. Click .

   The Task window is displayed.

   

2. Type in the Description and any further instructions in the Comments.
3. If required, click and type in further details.
4. Right click on the task tree and create a sub-task, if required.
5. Repeat steps 2 through 4 until all sub-tasks have been created.

   

6. Click .

   The Save Task as Template window is displayed.

   

7. Edit the Description if required. This description identifies the template.
8. Clear the Clear Allocated to ID from tasks field if this task should usually be allocated to you.

   Note: The Allocated To ID field can be changed when the template is used. If many different people will have this task allocated to them, keep this field selected.

9. Clear the Clear Originator ID from tasks field if this task should usually be originated by you.

   Note: The Originator ID field can be changed when the template is used. If many different people will create a task with this template, keep this field selected.

10. Click .

    The saved template is displayed in the Task window.

    

    Note: The task tree turns light yellow and the template description is displayed at the top to indicate the task is a template.

Last modified: 9/10/2013 5:16:11 PM

© 2013 Synergetic Management Systems. Published 15 October 2013.