Template Management

Task List Summary

The Task List Summary shows task information including task type (purchase order, work order, reminder, etc.), rank, duration, and supplier.

 

To use the Task List Summary:

  1. Click the Template link to go to the Template Actions page.

  2. Click the Stage field and make the appropriate selection.

  3. Click a task link to open the Template Task page and make changes to the task.

 

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