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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

  1. Click on the Workflow component
  2. Click on the Settings tab
  3. Click the Manage Saved Tasks List button
  4. Click the New Saved Task List button or edit the desired saved task list
    1. To create a new task click on the Add Task button

How to Create/Edit Saved Task

  1. Create a new task list or edit an existing saved task list by following the instructions above.
  2. 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

  1. Create a new Project
  2. Click the Populate Project With Tasks From a Saved Task List checkbox
  3. Select the desired saved task list.

How to Use a Saved Task List When Editing a Project

  1. Edit a project
  2. Click the Add Tasks menu option
  3. Click the Add Tasks from a Saved Task List menu item
  4. Select the desired task list

How to Use a Saved Task List When Creating or Edit an Event

  1. Create or edit an event
  2. Click the Create menu option
  3. Click the Create Project For Event menu item
  4. 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

  1. Create or edit an event
  2. Click the Create menu option
  3. Click the Create Project For Invoice menu item
  4. Follow the instructions above under the header "How to Use a Saved Task List When Creating a New Project"