Signals Notebook: Create a new Task template from the Signals Configuration

For Administrators only.

*Required.

1️⃣ Signals Configuration ➡ select  [System Objects]
2️⃣ System Objects ➡ select Tasks and Requests
3️⃣ Tasks and Requests Settings pane ➡ select Task ➡ select Templates
4️⃣ Task Templates section ➡ select  [Create Template]
5️⃣ Create Task Template ➡ type/select Name* Description properties Add property... ➡ select property
6️⃣ Create Task Template ➡ select  [Create Template]

Supporting Knowledge

Notes:

• ID, Template, and Creation Date properties are automatically included in all Task templates.
• Task templates can be trashed by administrators but cannot be recovered. Task templates are permanently deleted once trashed.