Editing Activity Templates

View - Activity - Activity templates

In the editing window for Activity templates you can decide which modules the active template is to be available in with the help of the arrow buttons.

In the Name field you enter a description of the type of activity to be created by using the template. This is the name that will show when you click on the arrow button to the right of Create activities in the modules the activity template is available in.

Under the Default values for new activities heading you can enter the Subject and Start time for the activity, Priority, Type, Status and who will be responsible for carrying out the activity. In the Note field you can register additional information if you would like to elaborate on the activity's aim and purpose. The values you register will be suggested automatically when creating an activity based on the template, however, you can overwrite them if needed.