Creating a task template

To create a task template:

1. Click Admin on the Dashboard.
2. Click the Manage Tasks link.
3. Click the Create Task button.

    

   

    

4. Enter the Task Name.
5. Enter the Task Instructions.
6. Select the Purpose from the drop-down list.
7. Select the Owned By from the drop-down list.
8. Select the State from the drop-down list.
9. Select the Task Type from the drop-down list.

    

   

    

10. Select the Office from the drop-down list.
11. Select the appropriate Tags from the drop-down list.
12. Click Save.