Function: Task templates make it possible to create standardized tasks for the planning, implementation and follow-up of further training courses in advance and to assign them to a training course with one click.
 

Access to Task Templates

1. Navigate to Settings → Task Templates in the left main menu.

2. You will be taken to the task templates overview with the following options:

1. Edit existing templates .
2. Delete existing templates .
3. Add new templates

Creating a New Template

1. Click on the “+” symbol to create a new template.
2. Give the template a name.
3. Add tasks, texts or titles (sections):
4. Title: Structure the template.
5. Text: Add explanations or notes.
6. Tasks: Add specific tasks to be delegated.
7. Edit and Delete: Use the corresponding icons to adjust or remove tasks.
8. Sort: Sort tasks using drag and drop.

Using the Templates

The created task templates can be used within the training courses. Tasks from these templates are intended exclusively for internal HR use. Training details