Share a task plan template with other users or groups

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

    • Share templates and grant access to the template with specific users, groups, or service organization or organization criteria and member type.

    시작하기 전에

    Role required: admin

    이 태스크 정보

    If the template is in Draft state, users can edit it. If the template is in a published state, then users cannot make any changes to the template.

    프로시저

    1. Navigate to All > Task Plan Templates > All Task Plan Templates.
    2. Select an existing task plan template.
    3. Select New.

      A new access record opens with the template number pre-filled.

    4. Specify task plan template access field details.

      For access record fields and description see: Task plan template access record

    5. Select Submit to save the access record.