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. From Tasks, select Settings .
  2. Now select Task Templates and all your Task Templates display.
  3. Select the template you wish to edit or delete and the Edit and Delete icons display.
  4. 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.