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8.5 Adding Task Templates for a context type

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A context type can have as many task templates associated with it as you want but it must have at least 1. When building a specific context, for instance for a customer, you will only be able to add tasks from the templates listed her.

As default, All task templates are allowed in a context. If you are happy with that, go to tab no 6.

If you are running Zegeba before v 4.4 and wish to define a selection of templates, do the following:

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Press [Add Task Template] to add a new template to the context type. In the picture above 2 templates have been selected.

  • Use the arrows in the top left corners of each section to move a template up or down in the list of templates
  • Press the X in the top right corner to remove a template
  • Click in the Task Template field to get a dropdown list of all task templates on the server and select the one you wish to add:

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If you are running Zegeba 4.4 or later, you have None as an option.

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You can also Enable or Disable the option in the Context Builder that allows you to add existing tasks to a context. With this option disabled, one can only create new tasks in the Context Builder.

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