Task Templates

Task Templates allow predefined Task details and categorisation to be saved and applied as required to new or existing Tasks.

The areas where Task Templates can be applied include:

• Tasks - Task Templates can be applied directly in the Task window.
• Workflow Tasks - Task Templates can be created in a series and applied as Workflow Tasks, where the completion of a Task will trigger the next Task Template to be assigned.

Task Templates are created by selecting the Task Templates icon from the versa Spinner - Templates & Scheduling tab.

This will display the Task Templates screen where templates can be created or edited.

A Task Template can be applied to a Task by clicking the Templates icon () in the toolbar of a Task.