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How to Create/Edit/Use a Saved Task Lists
Overview
Saved Tasks are tasks designed to be used over and over again without having to reenter the task information.
How to Create/Edit Saved Task List
- Click on the Workflow component
- Click on the Settings tab
- Click the Manage Saved Tasks List button
- Click the New Saved Task List button or edit the desired saved task list
- To create a new task click on the Add Task button
How to Create/Edit Saved Task- Create a new task list or edit an existing saved task list by following the instructions above.
- To create a new task click on the Add Task button or edit the desired task
How to Use a Saved Task List When Creating a New Project- Create a new Project
- Click the Populate Project With Tasks From a Saved Task List checkbox
- Select the desired saved task list.
How to Use a Saved Task List When Editing a Project- Edit a project
- Click the Add Tasks menu option
- Click the Add Tasks from a Saved Task List menu item
- Select the desired task list
How to Use a Saved Task List When Creating or Edit an Event- Create or edit an event
- Click the Create menu option
- Click the Create Project For Event menu item
- Follow the instructions above under the header "How to Use a Saved Task List When Creating a New Project"
How to Use a Saved Task List When Creating or Edit an Invoice- Create or edit an event
- Click the Create menu option
- Click the Create Project For Invoice menu item
- Follow the instructions above under the header "How to Use a Saved Task List When Creating a New Project"
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