Creating Activities for a Template

The following procedure shows how to create activities for a template.

To create activities for a template

1. Navigate to the Administration - Data screen, then the Activity Templates view.

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, create a new record.

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

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

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

7. Save the activity.