Creating New Task Templates

Take Note

This overview will explain how to create Task Templates in IMS.

Task Templates define a set of Tasks that can be added to Schedules and ECHs to specify the Activities that need to be performed.

Creating a new Task Template

To create a new Task Template:

• Navigate to the IMS Main Menu.

• Click Custom reports.

• Select “Task Templates” from the drop-down menu.

  You will be redirected to the Task Templates Main Screen where you will find the list of recorded Task Templates.

• Click the Plus button.

Clicking the Plus button will redirect you to the Task Template Editor.

• In the Task Template Editor, fill in the Details of your Task Template. For more information on each field, see the table on the Task Template Main Screen. Note: Yellow fields are mandatory.

• Click Save.

Clicking Save will open the full Task Template Editor where you can define Conditions for the Task Template.