Applying a Template to Add Tasks to a Deal, Project, or Ticket
As mentioned earlier, you can apply a specific template when you are adding/creating the specific deal, project, or ticket. However, if you forgot to do so, no problem! You can apply a template afterwards by following the steps below.
- Click on the ellipse (...) button at the upper right, and then select the option to Apply Template.
- Once you have clicked on Apply Template, the Apply Template overlay window will open allowing you to select the appropriate template for this specific deal, project, or ticket .
Note: Only Administrators are able to create templates.
Selecting to Apply a Template
Selecting the Appropriate Template