Manage Task Templates

Task templates can be used to create tasks.

To manage task templates, please follow these steps:

Start managing task templates.
Click on the Manage Task Templates button.

The "Manage Task Templates" window will open.

Create Folder

Open the "Manage Task Templates" window.
Select the Office folder or the folder under which you want to create a new folder.
In the "Available Task Templates" area, click the New Folder button.
Change the name of the folder.

Rename Folder

Open the "Manage Task Templates" window.
Select the folder you want to rename.
Press the [F2] key.
Enter a new folder name.

Delete Folder

Open the "Manage Task Templates" window.
Select the folder you want to delete.
Right-click and select "Delete Folder" from the context menu.

Create Task Template

Open the "Manage Task Templates" window.
Select the folder in the "Available Task Templates" area where you want to place the new task template.
Click the New Template button.
Change the name of the task template.
Enter any text in the Task Text input field.
Click the Save button.

Edit Task Template

Open the "Manage Task Templates" window.
Select the folder in the "Available Task Templates" area where the task template you want to edit is located.
Select the task template you want to edit.
Right-click to open the context menu and choose "Rename Template".
Enter a name for the task template.
Click the Save button.

Rename Task Template

Open the "Manage Task Templates" window.
Select the folder in the "Available Task Templates" area where the task template you want to edit is located.
Select the task template you want to edit.
Right-click to open the context menu and choose "Rename Template".
Enter a Task Text for the task template in the lower half of the window.
Click the Save button.

Delete Task Template

Open the "Manage Task Templates" window.
Select the folder in the "Available Task Templates" area where the task template you want to delete is located.
Select the task template you want to delete.
Right-click to open the context menu and choose "Delete Template".

Related to

Category -- Documents