Creating Activities for the Template

Use the following procedure to create activities for the template.

To create activities for the template

1. Navigate to the Site Map, Administration - Data, and then Activity Templates.

2. In the Activity Plan Templates list, select a template.

3. Click the Activity Template Details view tab.

4. In the Activity Template Details list, add a record.

5. Complete the necessary fields for each activity assigned to the template.

6. From the drop-down list, choose an activity type.

   Note: Repeat Step 2 through Step 6 to add activities to the template.

7. Save the activity.