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Creating a task from a template

To create a task from a template:

  1. Select Window > Show Task List.

    The Task List is displayed.

    Task List window

  2. Click New Task From Template... button (ellipses).

    The New Task From Template window is displayed.

    New Task From Template window

  3. Select a template.
  4. Click OK button.

    The Task window is displayed and populated with the template information.

  5. Edit the details or add new sub-tasks as required. See Using the Task window.
  6. Click OK button.

Last modified: 20/12/2016 2:31:58 PM

See Also

Using task templates

Creating a new task template

Creating a task template from an existing task

Adding a template to an existing task

Duplicating an existing task template

Editing a task template

Setting yourself as the originator of a task

© 2017 Synergetic Management Systems. Published 20 July 2017.

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