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How to Manage Task Templates

To view all task templates

  1. While logged in to SecurityTrax, click on Admin on the top navigation menu.
  2. Select Company Settings from the Admin dropdown menu.
  3. Click Task Templates in the Content Management section.
    • Note: All task templates will be listed, active Screen Shot 2019-04-11 at 10.44.54 AM.pngor inactive Screen Shot 2019-04-11 at 10.44.32 AM.png, by default.

To create a task template 

  1. Click on Add on the top right corner.
  2. Fill out the required Name field and any other pertinent information from the dropdown menus.
    • Note: The Active slider is in the On position, by default. 
  3. Click Save.

To edit a task template

  1. Click the Edit icon Screen Shot 2018-07-30 at 4.08.19 PM.png on the desired task template row.
  2. Make any desired changes.
    1. Note: To inactivate this task template, click the Active slider to the Off position. 
  3. Click Save.
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