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How to Create/Edit Saved Tasks for Products, Services, and Packages
Overview
This tutorial explains how to create saved tasks for products, services, and/or packages. How to Create/Edit Saved Tasks for Products, Services, and Packages
- Click on the Workflow component
- Click on the Settings tab
- Click the Tasks For Ordered Items button
- Click the New Saved Task button or edit an existing saved task
- Enter the desired information
- Click on the Associate Saved Task with a Product, Service, or Package button
- Select the desired product, service, or package
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