Creating Tasks from the Task Templates List
When creating a standalone task or adding a task to an email or document, a Task Template can be selected to pre-populate the task details. Task Templates can be selected when creating a Task from within FYI or from Office and Outlook. Refer to Creating a Stand-Alone Task and Adding a Task to an Email or Document.
Tasks can also be created from the Knowledge - Task Templates tab. To ensure you have selected the correct task, select a task from the Task Templates list and display the details for the template.
- To create a task from the Task Templates tab in the Knowledge workspace, select a Template and click Create.
The task details pre-populate based on the Task Template selected.
- Select or update any fields for the task. Apart from Task Name, Delegator and Due Date, all other fields are optional. Refer to Using the Task Drawer.
- Click Create.
The assignee is notified about the task and the task displays in Task lists in FYI.
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