Signals Notebook: Edit a field(s) of a Task template from the Signals Configuration

Raquel Perez

For Administrators only.

Prior to this task:

✔ Task template must be created.

✔ Field must be added to a Task template.

*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 task template
5️⃣ Task template section ➡ select [Fields]
6️⃣ Fields area ➡ select [Edit field]
7️⃣ Edit Task Field ➡ edit Field Label* Attribute* Default Value Read Only Required
8️⃣ Edit Task Field ➡ select [Save]

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