Create activity step templates manually
- Choose Enterprise, Activity Step Templates.
- In the upper grid, click Add.
- In the Step Template Name field, enter a descriptive name for the template.
- In the lower grid, click Add.
The Step Count field in the upper grid automatically updates the number of steps in the template. - In the Step Name field, enter the name of the step.
- In the Step Weight field, enter a step weight (at least 1.0).
The higher the value you enter, the greater the importance of the step in the activity.
Notes
- You can add an unlimited number of templates. There is no limit on the number of steps per template.
- You can customize the bottom grid to display user-defined field columns in which you can add step data such as dates and costs. Any user-defined field data you enter in an activity step template is saved as part of the template.
Last Published Friday, March 29, 2024