Task Templates

Data Source: TACFG

To open the Task Templates screen, hover over the Configuration link from anywhere within IntelliDealer and select Miscellaneous> Other> Task Templates from the drop down list.

The Task Templates screen allows you to add new task Templates and view an existing task template's priority. Task Templates added to the system will appear on the Template drop down list on the Task/Action tab and can be used as a valid task Template throughout the task tracker module. The Task/Action tab can be accessed from the Task Tracker screen by clicking on the Need to add a task? Click here to add link.

The following sorting options appear on the Task Templates screen:

Sort by
Field	Description
Template	Sort the search results by task Template.
Priority	Sort the search results by task Template priority.

The following search fields appear on the Task Templates screen:

Field	Description
Select Template	Search for a task Template by entering a task Template.
Select Priority	Search for a task Template by selecting a task Template priority from the drop down list.
Include Inactive	If selected, includes inactive task Templates within the search results.

The following fields appear on the Task Templates screen:

Field	Description
Task Template	The assigned name of the task Template.
Default Priority	The priority of the selected task Template (e.g. low, medium or high).
Work Flow	Whether or not a work flow is set up on the corresponding task Template.

Click on a Task Template to open the Task Template Maintenance screen.

Click on the Need to add a task Template? Click here to add link to add a task Template.

The following button allows you to complete your work on the Task Templates tab:

Button	Function
Close	Closes the Task Template screen and returns to the Configuration Quick Links screen.