Adding a template to an existing task

You can add a template as a sub-task to an existing task. Templates can be nested into as many sub-tasks as required.

To add a template to an existing task:

1. Click .

   The Task window is displayed.

   

2. Type the required task fields and create sub-tasks as required. See Using the Task window.
3. Select the task under which you want to place the template.

   

4. Click .

   The New Task From Template window is displayed.

   

5. Select the template you want to add.

   Tip: Type part of the template name into the search box to filter the template list.

6. If required, change the Originator ID and Allocated To ID using the drop-down lists.
7. Click .

   Note: If you add a template as a sub-task, a confirmation dialog is displayed warning that the template's root task is being added as a sub-task. Click . The template will be added as a sub-task to the selected task, not as the root task.

   

   The template is added as a sub-task to the highlighted task.

   

Last modified: 4/10/2012 11:51:45 AM

© 2013 Synergetic Management Systems. Published 15 October 2013.