Creating a SmartTask Template

Existing SmartTasks can be saved as templates and used as starting points for new work efforts.  To begin this process, navigate to the SmartTask you would like to use to create a template.

1. Open a SmartTask.
   
2. Click the Options button in the top left corner. Action options appear.
   
3. Click Create Template. A confirmation screen appears.
   
4. Click Yes. A Template Created message appears.
   
5. Click OK. To view or begin work on the new template, click My Tasks, then click the My Templates button on the vertical toolbar. The new template now appears in My Templates.