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How to create and use task templates?

Streamline the creation of repetitive activities or define information patterns using task templates.

Step by step

1) To create a task template from the Workspace edit menu, click Options > Edit

2) Then go to Task Templates > New Template


Convert tasks to templates

To create a template from an existing task, click Task Options > Convert Template

Use task templates

1) To use the task template(s) you created, click Step Options > New Task

2) When you do this, all available models will be displayed:

Updated on 08/01/2024

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