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. Click .

   The Save Task as Template window is displayed.

   

4. Edit the fields as required. See Using the Task window.
5. Click .
6. Select the task under which you want to place the template.

   

7. Click .

   The Select a Template for New Task window is displayed.

   

8. Select the template you want to add as a sub-task.
9. Click .

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

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.

Last modified: 11/09/2014 10:29:52 AM

© 2014 Synergetic Management Systems. Published 12 September 2014.