Add a Task Briefing Template

Use the Tasks submodule to add task briefing templates from existing templates.

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

To add a task briefing template:

1. On the main toolbar, click Jobs .
2. On the side toolbar of the Jobs screen, click Jobs List and highlight the job associated with the task for which you want to add a briefing template.
3. On the side toolbar of the Jobs screen, click Tasks.
4. On the Tasks screen, click the Tasks tab.
5. In the grid, highlight the task for which you want to add a briefing template and click Task Settings on the tab toolbar.
6. On the Task card, click the Briefing side toolbar and click the Briefing tab.
7. On the tab toolbar, click Add Template and select a template.
8. When prompted for confirmation, click Yes.