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. Open an existing task. See Using the User/Workflow Task window.
2. Either click:
   • 
   • 

   The Select a Template for New Task window is displayed.

   

3. Select the template you want to add as a task or sub-task.
4. Click .

Note: If this is the first sub-task for the selected task the icon changes to indicate that it is now a parent task:

Last modified: 8/04/2015 11:56:33 AM

Duplicating an existing task template

To duplicate an existing task template:

1. Select Window > Show Task List.

   The Task List is displayed.

   

2. Click .

   The Select a Template to Edit window is displayed.

   

3. Select the template you want to duplicate.
4. Click .

   The template is duplicated.

   

Last modified: 8/04/2015 11:56:34 AM

© 2015 Synergetic Management Systems. Published 6 May 2015.