Task Template Maintenance
Use the Task Template Maintenance tab to add a task template and edit an existing task template for use when building a task with the task tracker application.
The Task Template Maintenance tab is accessed by clicking a Task Template or the Need to add a task Template? Click here to add link on the Task Templates screen.
The fields on the Task Template Maintenance tab are:
| Field | Description |
|---|---|
| Task Template | The name or description of the task template that is completed. |
| Default Priority | The task template priority (e.g. low, medium or high). |
| Customized Screen 1, 2, 3, 4, 5 | Attach up to 5 customized screens to the task template. |
| Active for Task Tracker |
Whether or not the task template is active for use within the task tracker system. If you deselect the Action for Task Tracker checkbox it deactivates the task template from the task template screen. |
| Work Flow |
When marked as a Work Flow, the task is forwarded from one user to the next in the order in which the participants are defined and can only be modified by the participant who currently "has" it. When it is not marked as a Work Flow, all participants can access the task without it having to be forwarded to them. |
| Modify Participants | Indicates whether or not the participant list can be modified by the user when this task template is used. |
The mandatory fields for task on the Task Template Maintenance tab are:
| Mandatory Fields for Task | |
|---|---|
| Field | Description |
| Due Date | If selected, the due date field is mandatory when using this task template. |
| Start Date | If selected, the start date field is mandatory when using this task template. |
| Customer | If selected, the customer field is mandatory when using this task template. |
| Location | If selected, the location field is mandatory when using this task template. |
| Stock Number | If selected, the stock number field is mandatory when using this task template. |
| Department | If selected, the department field is mandatory when using this task template. |
| Vendor | If selected, the vendor field is mandatory when using this task template. |
Use these buttons to complete your work on the Task Template Maintenance tab:
| Button | Description |
|---|---|
| Save | Saves changes made on the Task Template Maintenance tab. |
| Close | Closes the Task Template Maintenance tab without saving and returns to the Task Templates screen. |