Task Templates

Task Templates

Task Templates can be created without being assigned to a Job Template first.

Click on  Business  from the main menu, then click on  Settings .  From the Work Settings menu click on  Job & Task Templat es. Then click on Task Template from the Navigation menu.

 Navigation Breadcrumbs: Click on hyperlinks to jump to that screen
B   Page Toggle Width: Click to increase or decrease the page width
C   Navigation Menu: Select from Job or Task Management Tables
D   Action Menu: Select what action you wish to preform - Create Job Template or Create Task Template
E   Organisation Filter: Click and select organisation to filter Task Template table by
F   New Template button: Click to create a new Task Template
G   Show entries Change the view settings to Show 5, 10, 20, 50, 100 or All entries
  Search:  Click in the Search field and enter search criteria to find a particular Task from within the Task Template Table
I    Task Template Table: Overview of Task Template details

Contained in this table is:
 Job Template

   Field Name
    Name of Task Template
    Organisation assigned to this Task Template
    The Task template status - Off or On
    Choose from Edit or Delete this Task Template

For more information on how to create a Job Template see:  Action: Create a Job Template
For more information on how to create a Task Template see:  Action: Create a Task Template
For more information about how to create a Job see  Action: Create a Job

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