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How can I use and apply an Activity Template? |
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Applying a template starts with selecting the Activity Template you wish to apply. You then review the activities to be created, select whether or not to create each activity, and update the activity date or employee if needed. Once the data is reviewed you can confirm the creation of all activities. To make this process easier, applying Activity Templates is done via the Template Application Wizard. You can read more about this under Applying Templates.
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