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: 15/09/2016 11:34:26 AM

© 2016 Synergetic Management Systems. Published 16 September 2016.