Activity Template Overview

Use Activity Templates to manage reusable setups for activities in projects and work packages. Access it from the sidebar under Templates → Activity Templates (next to Form Templates and Context Types). This page lists all activity templates in a table and provides tools to search, filter, create, edit, archive, or delete templates.

Quick access from the sidebar

After you create an Activity Template, a quick link appears under the Activities icon in the left sidebar. Selecting Activity Template from this fly-out takes you straight to the correct Activities view pre-filtered for that template — no need to open Views → Activities and apply a filter manually.

Prereqs

• You have a Zegeba account with permissions/roles that grant access to Templates and Activity Templates.
• You know your workspace conventions for template titles and ownership.

Global settings for Activities (optional)

Administrators can adjust global activity terminology and the default assignment message in Settings → System → Activities.

• Rename “Activities” — Set custom labels for Singular and Plural (e.g., “Task” / “Tasks”, “Project” / “Projects”) to match your organization’s wording. This affects labels across the server where the term appears.
• Default assignment message — Enable Custom Activity Assignment Message to define the default Subject and Message used when assigning activities. This applies server-wide and can be edited in context when sending.

Click Save (top right) to apply changes.

Table columns (left → right)

1. Checkbox — Select one or more rows to enable bulk actions (Archive/Delete) via the toolbar at the bottom.
2. Action menu — Per-row menu with: Edit, Copy, Archive, Delete. You can also right-click anywhere on the row to open the same menu.
3. ID — Unique template ID. Option-click (macOS) to copy to clipboard.
4. Template Title — Name of the template.
5. Template Description — Short text to help users pick the right template.
6. Last Edit — Date & time of the most recent change.
7. Created — When the template was first created.
8. Owner — Owner of the template (quick filter available; see Filters below).
9. Activities — Count of activities created from the template.
10. Recurring icon — Indicates the template has a recurring schedule.

Find and filter templates

• Search (top right) — Searches across all visible columns in the table.
• Owner quick filter (button labeled Owner) — Pick one or more owners from the dropdown to narrow results.
• Clear Filters ▾ (kebab menu) — Choose Show Archived or Show Only Archived to view archived templates.
• Pagination — Navigate pages with controls at the bottom; adjust Rows per page as needed.

Create a new template

• Click New Template (top right). This opens the template designer. See the separate article.

Edit, copy, archive, or delete a template

1. Open the … action menu on a row (or right-click the row).
2. Choose Edit Activity Template to modify details.
3. Choose Copy Activity Template to duplicate the template.
4. Choose Archive Activity Template to hide it from active lists (can be restored via Archived view).
5. Choose Delete Activity Template to permanently remove it.

Bulk actions (Archive/Delete)

1. Select two or more templates using the checkboxes.
2. The bottom Bulk Edit bar appears.
3. Click Archive or Delete.

Next

• See Create or Edit an Activity Template for field-by-field configuration.

FAQs

How do I restore an archived template?
Use Triple dot menu beside clear filters → Show Archived (or Show Only Archived), locate the template, open the row action menu, and choose Unarchive.

Can I see who last edited a template?
You can see the Last Edit timestamp.

What does the Activities number mean?
It shows how many activities were created from that template across the system.

Can I change the template owner?
Yes, open Edit Activity Template and update the Owner field.

Why can’t I see the Templates section?
You likely lack the required role/permission. Contact your administrator to be granted access.

What happens when I delete a template?
Deletion is not recommended. Existing activities already created from the template remain. Please contact support@zegeba.com if you need assistance.

Is there a way to duplicate multiple templates at once?
Bulk actions currently support Archive and Delete. Use Copy from each row to duplicate.

Article ID: 279