Creating Task Templates

Administrators create templates for repeatable tasks in a business process. You can create templates for different types of business processes, such as monthly or quarterly. For example, you can save a set of tasks required for a monthly close and use the same template every month.

When you create a template, you set template properties such as a name, description and time span. You can specify instructions, attributes, rules, and day labels, and assign owners and viewers.

Watch this video to learn about creating task templates.

Creating Task Templates.

To create a template:

1. On the Home page, click Application, and then click Task Manager.
2. Click the Templates tab on the left.
3. Click New.
4. Enter the necessary information in the template sections:

   • Setting Template Properties

   • Specifying Template Instructions

   • Assigning Viewers to Templates

   • Applying Template Attributes

   • Specifying Day Labels

   • Embedding Templates

   • Working With Template Rules