How can admin edit existing task template?

A task template is a predefined set of instructions or guidelines used to carry out a particular task or process consistently. 

To edit the existing task template, perform the following actions:

1. From your greytHR Admin portal, navigate to the Settings icon > System Settings > Checklist > Template Gallery.
2. On the Template Gallery page, click on the required group. The list of task templates appears on the left side.
3. Click the ⁝ icon. The Edit, Delete, and Duplicate option appears.
4. Click the Edit option. A Create Checklist window appears.
5. Update the required details.
6. Click the Save button to edit the selected task template.
   Note: You can also delete or make the duplicate template by clicking the Delete or Duplicate option.

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Related Links:

Video - To watch more videos on greytHR Admin portal, click here.

FAQs - To read more FAQs about System Settings, click here.

Documentation - To learn more about the Template gallery, click here. 

Product Update - To read about the product update, click here.