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.

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