Task templates

The Task Templates page allows you to manage task templates.

Task template is a preset template, containing steps and schedules, that can be used for creating new tasks on its basis. You can add or edit its settings in the process of task creation.

You can manage task templates using the buttons on the Toolbars or popup menu.

Add New Template (Ctrl+Insert) - launches the wizard for creating a new task template

Edit Template - opens the task template editor

Delete Template (Ctrl+Delete) - removes the template

Export Template

Import Template

Clone Template - create a copy of the selected template

How to create a task based on the template:

When you are prompted to create a task on policy creation click the Create New from Template button and select the template or several templates at once from the list.