Using task templates enhances efficiency by streamlining repetitive processes and ensuring consistency across projects. They save time by eliminating the need to recreate tasks from scratch, reduce the risk of missing important steps, and help maintain a standardized approach. Task templates also improve collaboration, as teams can work with a clear, predefined structure, leading to faster completion and better results.
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
Create a task from a template
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: