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Using task templates
Using task templates
Templates are useful for tasks that are repeated regularly, or have many sub-tasks.
In Synergetic you can use templates to:
- pre-set task fields to default settings that suit your organisation
- ensure a particular task is always sent to a specific staff member
- ensure a complex task is completed fully
- create small templates of common sub-tasks that can be combined with other tasks.
See Using task templates in the Synergetic Introduction manual.
In SynWeb you can:
- create templates from current tasks
- create tasks from templates.
Creating a template from a current task
To create a template from a current task:
- Open the Task List window. See Managing tasks.
- Click
A confirmation dialog is displayed. for the task that you want to make into a template. - Click
The Save Task as Template window is displayed. . - Edit the Template Name, if required.
Note: This description identifies the template. - Select Link to Module to link a maintenance module to the template, if required.
- Clear the Always Allocate To field if this task is not always allocated to you.
Note: The Allocate To ID field can be changed when the template is used. If many different people will have this task allocated to them, keep this field selected. - Click to allocate a different community member to the task, if necessary.
- Edit the Estimated Duration.
- Select a Template Availability field.
Either:
• Private - only viewed by the originator
• Public - all users can see the template. - Click
The task is saved as a template and displayed when the Show Templates field is selected. .
Creating a task from a template
To create a task from a template:
- Open the Task List window. See Managing tasks.
- Click
The New Task From Template window is displayed. . - Select a template.
- Click .
, multiple selections available,
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