Adding a template to an existing task

Modified on Mon, 20 Apr at 12:02 AM

You can add a template as a sub-task to an existing task. Templates can be nested into as many sub-tasks as required.
To add a template to an existing task:

  1. Open an existing task. See Using the User/Workflow Task window.
  2. Either click:
    • 
    • 
    The Select a Template for New Task window is displayed.


  3. Select the template you want to add as a task or sub-task.
  4. Click .
    Note: If this is the first sub-task for the selected task the icon changes to indicate that it is now a parent task:
      

 

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