What is a "Task Template"?

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A Task Template makes case management more efficient when many of your cases follow a consistent process or workflow. By creating a series of sub-tasks that can be carried over to future cases you save time and reduce the chance of error. 

It is important to note that a saved template just stores the steps and not who each activity was assigned to; you can enter these details for each instance which uses the Task Template.

Below is an example of a Task Template:

For more information see How do I create a task template?

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