Using task templates

Templates are useful for tasks that are repeated regularly, or have many sub-tasks. You can use templates to:

pre-set task fields to default settings that suit your organisation
ensure a particular task is always sent to a specific staff member
ensure a complex task is completed fully
create small templates of common sub-tasks that can be combined with other tasks.

You can:

Create new templates. See Creating a new task template.
Create tasks from templates. See Creating a task from a template.
Create task templates from workflows. See Creating a task template from a workflow.
Add templates to existing tasks. See Adding a template to an existing task.
Duplicate existing task templates. See Duplicating an existing task template.
Edit task templates. See Editing a task template.
Change the originator of an existing task to the current user. See Changing the originator of an existing task.

Last modified: 20/12/2016 2:33:41 PM