Maintain Frequent Task Templates

This function allows the most frequently used templates to be offered first when a new task is added.

1. From Daybook, select the Maintenance tab and then Frequent Templates .
2. The Maintain Frequent Task templates screen displays:

   

3. All available task templates are listed under All tasks templates:
   • Select the template you want to promote to the Frequent Task List and select <<Add.
   • Repeat step 3 until all the frequently used templates are listed under Frequent task templates.
   • To promote or demote templates within the Frequent Task List, highlight the task required and then select Move up or Move down.
   • To remove task templates from the Frequent Task List, highlight them and select Remove>>.
   • To set a default task, eg the task template you want to be offered when you select Task each time, highlight the task you require and select Set a default. Once selected, the task is highlighted in bold and underlined. To remove the default, highlight the defaulted task and select Remove Default:

   

4. Select OK to save and close.