Clone a Task Template

You can create a task template based on an existing one by cloning the desired template, then editing the new template to make it unique.

1. From the Tasks tab, click Templates, or click Task Templates from the home page.
2. Select the template you want to clone from the Task Templates panel and click Clone.

3. Enter the Name and Description for the new template and click Clone.
4. Finish entering details for the new task template in the Details panel.

NOTE: Designer automatically saves the changes you make. A notification will appear in the top-right corner of the window that says Data Saved when you make changes to the page.