Work with templates
Reuse the style or content of an activity or an entry by creating templates.
We can use an activity template to capture the required steps, contacts, resources, and tools used to complete a common process. After creating the template, we can create multiple activities from it for each project that uses the process.
We can use an entry template to capture a set of fields that comprise a custom entry. After creating the entry template, we can create multiple entries from it.
- To start an activity from a template, clickStart an activity and select Pick an Activity Template. To create an entry from a template, click Add From Entry Template and select the template to use.
- To create an activity template from an existing activity, click Activity Actions > Copy as New Template. To create an entry template from an existing entry or to-do item, click More Actions > Save as Entry Template from the details view of the entry.
- If we are using the stand-alone Activities, we can create a new template without first starting an activity. Click Activity Templates > Start a New Template.
- Edit activity templates
Edit an activity template to make changes to it after you create it.
- Edit entry templates
The activity owner can edit the entry templates created from custom entries.For example, the activity owner might want to change the icon used by the template as an identifier.
- Marking activity templates as favorites for easy access
We can rank the available activity templates by marking those you like best as favorites. Doing so adds the templates to the Favorite Templates view available from the navigation pane of the Activity Templates tab and enables you to quickly access the templates that you find to be most useful.
- Delete activity templates
Delete activity templates that you do not want people to use or that are outdated.
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