Difference between revisions of "Manage Activity Templates"
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{{TOP}} | {{TOP}} | ||
+ | {{Section| | ||
==Checklists== | ==Checklists== | ||
+ | One or more checklists can be added to a Template. These checklists will be presented to the user on the Activity Form where they can check off each item as they are completed. This can complement the description of the task with a definitive list of items that need to be done as part of the activity. Checklists interact with the Progress Bar of an activity and with each item that is checked, the Progress Bar will be reflected. | ||
[[File:activity_template_checklists.png|500px|right]] | [[File:activity_template_checklists.png|500px|right]] | ||
− | + | {{bullet1|List|More than one list can be configured. Enter the name of the list and add additional lists if required}} | |
+ | {{bullet1|Item|Each list is made up of items. Each item will be displayed with a checkbox within the activity that can be selected by the user when completed}} | ||
+ | {{bullet1|Enforce Completion|When selected, all ''Items'' must be checked before the activity can be completed. | ||
Optionally add one or multiple checklists to the activity template. | Optionally add one or multiple checklists to the activity template. | ||
* Each checklist can have multiple items added to it | * Each checklist can have multiple items added to it | ||
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Use the '''Create''' option to create the '''Activity Template''' | Use the '''Create''' option to create the '''Activity Template''' | ||
+ | |}} | ||
+ | {{TOP}} | ||
==Managing Existing Template== | ==Managing Existing Template== |
Revision as of 21:57, 3 November 2022
Home > Collaboration > My Activities > Manage Activity Templates | Index |
{{Section|
Checklists
One or more checklists can be added to a Template. These checklists will be presented to the user on the Activity Form where they can check off each item as they are completed. This can complement the description of the task with a definitive list of items that need to be done as part of the activity. Checklists interact with the Progress Bar of an activity and with each item that is checked, the Progress Bar will be reflected.
- List
- More than one list can be configured. Enter the name of the list and add additional lists if required
- Item
- Each list is made up of items. Each item will be displayed with a checkbox within the activity that can be selected by the user when completed
- Enforce Completion
- When selected, all Items must be checked before the activity can be completed.
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