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TSC - Task List & User defined templates

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Written by Alan Baldwin
Updated over 6 months ago

You can create a task quickly by issuing a previously created template.

  1. To do this, click on Tasks and then click User defined templates:

  1. This will bring up a list of all your previously created templates. You can have as many of these as you wish. Locate the template you need and click Create task list from this template:

  1. You can then change the Due by date if required, and amend any of the task details if necessary:

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  1. Click Select organisations to choose which organisation(s) you wish to assign this task to. You can assign the task to multiple organisations.

  2. Click Save and issue tasks to issue the task and send a notification to the select organisation of the new task, or click Save task list if you want to save this task list and issue it at a later date.

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