Add Team Templates to Assigned Tasks

Use the Tasks submodule to load the default team or the team template to your assigned tasks.

To use the Tasks submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings.

To add a team template to an assigned task:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks screen, click To-do > Tasks.
3. Click the Grid View tab.
4. Highlight the assigned task that you want to add a team template to.
5. On the grid toolbar, click Task conversation .
6. In the Task Conversation pane, hover over the task name and click Show the task resources .
7. Click and select Job team settings.
8. In the Job Team pane, click Add team template .
9. In the confirmation dialog box, click Yes.