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Templates of work tasks
For tasks that have a similar wording or are standard and assigned to different employees with a certain frequency, you can create templates and create them using a template.
Templates for work tasks are created by the Portal Administrator, for whose role the permission to administer work tasks is enabled.
Button to switch to the templates list from Work task table:
The Work task templates page displays a table with a list of previously created templates:
(1) - template title, filter and sorting by this field are available;
(2) - template editing;
(3) - template removing;
(4) - new template creation.
After clicking on the Create button, the page for creating a new template opens, where you need to specify:
(1) - template title;
(2) - task description;
(3) - course plan;
(4) - task priority;
(5) - applying automation rule.