Applying Templates

Applying an Activity Template creates the activities (Tasks, Appointments, and Tickets) based on the entries defined in the template. All newly created activities are linked to the entity to which you have applied the template. Using the right template can get you and your team started on a project more quickly and efficiently.

Applying a template starts with selecting the Activity Template you wish to apply. You can then review the activities to be created, select whether or not to create each activity, and update activity Dates or Employees, if needed. Once the data is reviewed, the user authorizes the system to apply the template, thereby creating all the activities. To make this process easier, applying Activity Templates is done using a wizard. See the following sections for detailed description of this process.