Editing or Deleting Task Templates

To edit or delete Templates:

You must have administrator rights to access Settings - Task Templates, see Security - Add User to Security Group for details.
  1. Select the Settings button.
  2. From the Settings list, select Tasks .
  3. Now, select Tasks Templates and all your Task Templates are displayed.
  4. Select the template you wish to edit or delete and the Edit and Delete icons are displayed.
  5. Select:
  • Edit to update the details of the template. Make the changes required for the template and then select Update to save the changes.
  • Delete to delete the selected template.

Your changes are now applied.