Creating Task Templates

You can create templates for specific tasks in a business process.

When you create a template, you can assign users or groups as viewers.

Watch this video to learn more about creating task templates.

Video iconCreating Task Templates.

To create a template:

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