How do I create an Activity Template?

Activity Templates are set-up within the Admin area. Under the heading TEMPLATES, click Automated Activity Template. Select the appropriate Office and click New. In the pop-up box, type the name of the template and select the Type of template- you should have the option of either Project Templates or HR Templates (if you use CMap's HR Module). You can then start to build up the Activities you want to trigger when this template is applied.

Activity Templates are set-up within the Admin area. Under the heading TEMPLATES, click Automated Activity Template. Select the appropriate Office and click New. In the pop-up box, type the name of the template and select the Type of template- you should have the option of either Project Templates or HR Templates (if you use CMap's HR Module). You can then start to build up the Activities you want to trigger when this template is applied.

Learn more: Want to learn more... here's an article on Automated Activity Templates.

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