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Copy a Task Template

Copying a Task Template, after Tasks are added, allows the User to create a new Task Template using the Tasks associated with another Template, or to create the same Task Template for another market.
 
Find the Task Template to copy and open it. Click . A dialog box will ask;
 
 
Select Yes to create a new Task Template by copying the existing one.
Either:
1.     Change the name to create a new Template with the existing Tasks.
2.     Change the Market to create the SAME Template in another Market.
Click to save the Template.
 
If the Market was changed, option 2 above, the User will get the following prompt;
 
The Market will be set to the newly selected Market and the Group and Assignee will be set to –ALL--.
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