Difference between revisions of "Manage Activity Templates"
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==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 the 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}} | ||
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{{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| |
Latest revision as of 14:56, 4 November 2022
Home > Collaboration > My Activities > Manage Activity Templates | Index |