Editing or Deleting Task Templates

To edit or delete Templates:

You must have administrator rights to access Settings - Task Templates, see Security - Add User to Security Group for details.
  1. From Tasks, select Settings .
  2. Now select Task Templates and all your Task Templates display.
  3. Select the template you wish to edit or delete and the Edit and Delete icons display.
  4. Select:
    • Edit to update the details of the template. Make the changes required for the template and then select Update to save the changes.
    • Delete to delete the selected template.

Your changes are now applied.

View the following video to see how to edit or delete a task template:

Editing a Task Template (0:44)

Deleting a Task Template (0:34)

Important - For practices with a hosted server, for example AEROS, you must watch the videos on your local desktop. To do this copy and paste the url for this web page into your local browser. Local health board restrictions may also affect access.
See Video Tutorials for further Tasks videos.
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