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6.1 Creating And Naming A New Activity Template

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In the Activity Template editor available from the Activities menu option in the Dashboard, users with the roles of Admins and Activity Admins can design templates for the server.

  1. To start the editor, select Activities on the Dashboard menu and press [+ New Activity template].
    The Activity Template editor will then open:

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  1. Enter a name for the new activity 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.

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