Applying a Task Template
Rain avatar
Written by Rain
Updated over a week ago

Apply a Task Template

Step 1:

From the Transaction, go to the Tasks tab.

Step 2:

Click the Apply Template button.

Step 3:

Once the Task Template is open, you can either search the template (s) from the search bar or tick the box (for multiple task templates), or click Apply next to any of the templates.

Step 4:

Click the Close button.

Did this answer your question?