Assign activity step templates to activities
You can assign one or more activity step templates to one or more activities.
- In the Activities window, select the activity to which you want to assign an activity step template.
To select multiple activities, use Ctrl-Click or Shift-Click. - Click on the Assign toolbar.
- In the Assign Activity Step Templates dialog box, select the template you want to assign to the selected activities.
You can Ctrl-Click to assign more than one template. - Click Assign .
The steps, weights, descriptions, and UDFs contained in the template are loaded into the Steps tab of Activity Details.
Tip
- After assigning a step template to an activity, if necessary, you can modify the steps on the Steps tab of Activity Details.
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Last Published Friday, October 4, 2024