Task Templates

Version 1.5 and above support Task Templates, the ability to create new tasks from saved template tasks.

To create a task template (if you have permission), you can either create a template from an existing task or you can build a template from scratch.

The link for the list of task templates and the link to create a template from scratch are accessed by clicking the Admin Link.

To create tasks at the top level from a task template, click the New From Template link at the bottom of the Home Screen.

New From Template

To create sub-tasks at any level from a task template, click the New Task(s) From Template for the task you want as the parent task.

Clicking either of these options will give you a pop-up window you can use to select the template you want to use to create your new tasks. Click on the template you want, and your new tasks will be created from that template.

Use Template

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Last Modified: December 21, 2006 @ 12:07 am