Templates are useful for tasks that are repeated regularly, or have many sub-tasks. 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.
Using task templates
You can:
- Create new templates. See Creating a new task template (on page ).
- Create tasks from templates. See Creating a task from a template (on page ).
- Create task templates from workflows. See Creating a task template from a workflow (on page ).
- Add templates to existing tasks. See Adding a template to an existing task (on page ).
- Duplicate existing task templates. See Duplicating an existing task template (on page ).
- Edit task templates. See Editing a task template (on page ).
- Change the originator of an existing task to the current user. See Changing the originator of an existing task (on page ).