- To edit or apply the template to a new SmartTask, click that template to open.
- The template will be identical to the original SmartTask, and can be changed as much or as little as needed to suit the task at hand. The Title should be changed to differentiate it from other similar SmartTasks. Click [click to edit details]. The fields become active and the Save options appear at the bottom.
- Edit the Title, Description, Assignee (if necessary), and any other details that will differ from the template.
- Click SAVE + CLOSE. The template is saved as an unpublished new SmartTask.
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