Creating a task template from an existing task

To create a task template from an existing task:

1. Open a task by either:
   • Double clicking an existing task in the task list.
   • Creating a new task. See Creating a new task.
   • Creating a new task from a template. See Creating a task from a template.
2. Click .

   

   The Save Task as Template window is displayed.

   

3. Edit the Template Name, if required.

   Note: This description identifies the template.

4. Select Link to Module to link a maintenance module to the template, if required.
5. Clear the Always Allocate To field if this task is not always allocated to you.

   Note: The Allocate 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.

6. Click to allocate a different community member to the task, if necessary.
7. Edit the Estimated Duration.
8. Select a Template Availability field.

   Either:

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

   Note: The task tree turns light yellow and the template description is displayed at the top to indicate the task is a template.

Last modified: 15/09/2016 11:33:23 AM

© 2016 Synergetic Management Systems. Published 16 September 2016.