Difference between revisions of "Manage Activity Templates"
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{{Section| | {{Section| | ||
==Introduction== | ==Introduction== | ||
+ | Activity Templates can be set up to provide users with selectable, pre-defined templates the are used for common activities. This ensures that all users that perform a particular activity are using the same configuration. Templates are only available to use when manually creating an activity. | ||
[[file:ActivityTemplate.png|right|border|350px|link=https://wiki.hornbill.com/images/0/02/ActivityTemplate.png]] | [[file:ActivityTemplate.png|right|border|350px|link=https://wiki.hornbill.com/images/0/02/ActivityTemplate.png]] | ||
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Templates allow you to set up the following: | Templates allow you to set up the following: | ||
:* Title | :* Title |
Revision as of 21:40, 3 November 2022
Home > Collaboration > My Activities > Manage Activity Templates | Index |
Checklists
Optionally add one or multiple checklists to the activity template.
- Each checklist can have multiple items added to it
Select the Add Checklist option and give the checklist a name
- Add one or multiple checklist items to the checklist by using the + Add Item icon and giving each item a name - repeat for as many items as needed in the each checklist
Remove checklist items or checklists by selecting the Trash Can next to each checklist or checklist item
- Enforce Completion - Mark if the checklist must be complete before the activity can be completed
Use the Create option to create the Activity Template
Managing Existing Template
A list of all existing Activity Templates is displayed under the Activity Templates view, select a template to do the following:
- Use the Remove button to remove the activity template - this will delete the activity template and mean it is not available to use when creating new activities, it will not effect existing activities which are already using the template
- Edit the content of an existing activity template and then use the Update button to apply the changes. The Changes will only apply to new activities which use the template from that point forward
- Copy an existing activity template by using the Save as New button and giving the new template a different name