Deleting Task Templates

Task Template Maintenance enables the creation of templates for 'email' Tasks.

To delete an existing Task Template:

1.      To open Task Template Maintenance:

• From the Home tab: under links, select more then select Task Templates.

   

  

   

• Or: From the Toolbar Main Menu: select Edit then select Task Templates.

   

  

   

• Or: Click the appropriate module on the Mega Menu (e.g. Sales or Purchasing), then under create select Task Templates.

Your Task Templates record will open in a new tab. Existing Task Templates display in the Templates section.

2.      In the Templates section, click to highlight the Task you wish to delete, then click Amend:

3.      Click Delete to delete the Task Template.

The Task Template will no longer be available for selection when creating Tasks.

NEXT: Task Maintenance