Creating Task Templates

You can create templates for specific tasks, such as a Quarterly template to encompass all tasks involved 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.

Creating Task Templates.

To create a template:

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