Using task templates

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

Using task templates

You can:

• Create templates for future use. See Creating a task template.
• Edit saved templates. See Editing a task template.
• Create tasks from templates. See Creating a task from a template.
• Add templates into existing tasks. See Adding a template to an existing task.

Last modified: 21/08/2014 4:40:34 PM

© 2014 Synergetic Management Systems. Published 12 September 2014.