Template Management

Add Products: Select Items

You can select a product or service from another template to add to this template task. On the previous page, you selected a plan (template) from which to copy an item. Use the Add Products: Select Task page to select the task that contains the item you want to copy.

 

To add products:

  1. If needed, click the Template link and select a different template.

  2. If needed, click the Task Name link and choose a different task.

  3. Enter a number in the Qty field next to each product you want to add.

  4. Click the Add Products: Select Items button.

 

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