Difference between revisions of "Manage Activity Templates"
Jump to navigation
Jump to search
(10 intermediate revisions by the same user not shown) | |||
Line 21: | Line 21: | ||
:* [[#Outcomes|Outcomes]] | :* [[#Outcomes|Outcomes]] | ||
:* [[#Checklists|Checklists]] | :* [[#Checklists|Checklists]] | ||
+ | :* [[#Managing Existing Templates|Managing Existing Templates]] | ||
}} | }} | ||
{{RightBox|Related Articles| | {{RightBox|Related Articles| | ||
Line 51: | Line 52: | ||
==Add a New Template== | ==Add a New Template== | ||
===Key Fields=== | ===Key Fields=== | ||
− | Click on [[File:template_add_new.png]] to create a new template. A blank form will be displayed on the | + | Click on [[File:template_add_new.png]] to create a new template. A blank form will be displayed on the right hand side. |
{{bullet1|Template Name|This is the only mandatory field. This will be displayed within a list of available templates on an Activity form. This is only used to identify the template and is not used within the activity itself.}} | {{bullet1|Template Name|This is the only mandatory field. This will be displayed within a list of available templates on an Activity form. This is only used to identify the template and is not used within the activity itself.}} | ||
− | {{bullet1|Title|This will populate title field of the activity which is visible within the Activity list and in any component where activities are displayed}} | + | {{bullet1|Title|This will populate the title field of the activity which is visible within the Activity list and in any component where activities are displayed}} |
{{bullet1|Description|This will populate the description field of the activity. Here you will provide details of the activity that needs to be carried out.}} | {{bullet1|Description|This will populate the description field of the activity. Here you will provide details of the activity that needs to be carried out.}} | ||
{{bullet1|Category|This will populate the category field. Information on creating and managing the available categories can be found '''[[Manage Activity Categories|here]]'''}} | {{bullet1|Category|This will populate the category field. Information on creating and managing the available categories can be found '''[[Manage Activity Categories|here]]'''}} | ||
Line 62: | Line 63: | ||
{{bullet1|Show ''Start On''|Checking this option will expose the ''Starts On'' field on the activity}} | {{bullet1|Show ''Start On''|Checking this option will expose the ''Starts On'' field on the activity}} | ||
{{bullet1|Add a Checklist|Add a list of things that need to be done as part of this activity. See '''[[#Checklists|Checklists]]'''}} | {{bullet1|Add a Checklist|Add a list of things that need to be done as part of this activity. See '''[[#Checklists|Checklists]]'''}} | ||
− | |}} | + | | |
+ | {{rightBox|Selecting a Template From a New Activity| | ||
+ | [[file:activityTemplateSelection.png|400px|border|link=https://wiki.hornbill.com/images/a/a5/ActivityTemplateSelection.png]] | ||
+ | }} | ||
+ | }} | ||
{{TOP}} | {{TOP}} | ||
{{Section| | {{Section| | ||
Line 91: | Line 96: | ||
{{TOP}} | {{TOP}} | ||
{{Section| | {{Section| | ||
− | ==Managing Existing | + | ==Managing Existing Templates== |
− | A list of all existing Activity Templates | + | A list of all existing Activity Templates are displayed under the '''Activity Templates''' view, select an existing template to do the following: |
{{bullet1|Edit|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}} | {{bullet1|Edit|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}} |
Latest revision as of 14:56, 4 November 2022
Home > Collaboration > My Activities > Manage Activity Templates | Index |