Creating a task template

To create a task template:

1. Click .

   The User Task window is displayed.

   

2. Type a description in the Summary field and add any further instructions in the Description tab.
3. Link a maintenance module to the task using the Linked to Tasks dropdown, if required.
4. Click to reallocate the task to a different staff member, if required.

   Note: Tasks are allocated to the creator of the task by default.

5. Click the Advanced tab and to add information relating to:
   • schedule dates
   • reminders
   • task status.
6. Click to create sub-tasks, if required.
7. Repeat steps 2 through 6 until all sub-tasks have been created.
8. Ensure the top level task is selected and click .

   The Save Task as Template window is displayed.

   

9. Edit the Template Name, if required. This description identifies the template.
10. Select Link to Module to link a maintenance module to the template, if required.
11. Clear the Always Allocated To field if this task is not always 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.

12. Click to allocate a different community member to the task, if necessary.
13. Edit the Estimated Duration.
14. Select a Template Availability field.

    Either:

    • Private - only viewed by the originator
    • Public - all users can see the template.
15. Click .

    The saved template is displayed in the Task window.

Last modified: 11/09/2014 10:28:47 AM

© 2014 Synergetic Management Systems. Published 12 September 2014.