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