Clone a Task Template

You can create a task template based on an existing one by cloning the desired template, then editing the new template to make it unique.

  1. From the home page, click Configure and click Task Templates.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. Select the template you want to clone from the Task Templates panel and click Clone selected records.

  1. Enter the Name and Description for the new template and click Clone.
  2. Finish entering details for the new task template in the Details panel.

NOTE: Your changes are automatically saved, and the changes are verified by a notification at the bottom of the page.