- Click Monitor.
- Under Task Management, click Templates.
- You can filter templates by clicking on any of the filters to the left.
- Custom templates have been created by the user.
- Favourite templates - templates that have been flagged as favourite.
- Default templates - not currently in use, but caters for system generated templates, which will be available in a future release.
- Click on the actions arrow located on the right of the task row.
- Click Edit.
- Edit the required fields.
- To edit a specific task step, click on the actions arrow next to the relevant task.
- Click the '+' to expand conditional tasks with additional steps.
- To move a task up or down, check the box next to the task number and then click on the up or down arrows at the top.
- To remove a task, check the box next to the task number and click on the 'x' icon at the top of the task list.
- To add additional tasks, click the '+' at the top of the task list.
- Click Save.
See the illustration below:
