Templates

see also

Creating a Task

Some types of tasks may always contain similar information. For instance, a purchase order may always have the same subtasks, and the same purchase order form attached. For such circumstances, you can create a ‘mock up’ of the task and save it as a template by marking the ‘Add as template’ checkbox on the new Task form.

images\team0024.jpg

You can quickly spawn a new task by selecting the associated item from the "Templates" button on the collaboration toolbox. Templates serve as a quick way to create tasks.

images\team0025.jpg