Paradigm Support Desk

Create New Task Template

We have made it easy to setup task templates, consisting of a predefined list of tasks or steps to be completed.

Create a new template

1. Navigate to Tasks - Maintenance - Task Templates. Press the   Add New icon on the main toolbar.

2. Provide a Name for your task template and Description. 

3. In the Template Task grid, create all of your tasks to be imported as a template. Add new task by clicking on the line 'Click here to add new row' and name the task or right-click in an open area on the task grid and select 'New' - 'Task Template Detail' from the context menu that appears.

4. Add new sub-tasks by selecting the task on the grid to which you want to add the sub-task to, selecting the Sub-Tasks tab on the right-hand side task detail box and follow the same process as above to add sub-tasks lines.  

See Creating New Tasks for more information.

Set the sequence numbers

  • If you do not set any sequence numbers, then the task lines will get imported in the sequence in which they were created in.
  • If you want to change the sequence in which the task lines get imported, then amend the values in the 'Seq' column.
  • Once you've added your sequence number values, right-click on the sequence number column and select Sort Ascending. This will sort the grid in the order in which the task lines will be imported.

Paradigm is the author of this solution article.

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