In the Task Template editor available from the Tasks menu option in the Dashboard, users with the roles of Admins and Task Admins can design templates for the server.
- To start the editor, select Tasks on the Dashboard menu and press [+ New task template].
The Task Template editor will then open:
- Enter a name for the new task template.
Template names may describe work such as: Annual Machinery Assessment, Electrical jobs, HMS Endeavour, Thruster installation, Daily Report.
There are six tabs in this editor and you can browse through them by clicking on them or pressing [Next >>] and [<< Previous] in the lower right corner.
The orange asterisks (*) generally show the tabs where you have to fill in information in order to be able to save the template, but from Zegeba v 4.4 you can choose to just delete the empty ‘card’ in these tabs.
Note: you can also copy an existing template, edit the copy and save it as a new template. See Managing: 6.8 Copying or deleting a task template.