How can admin edit existing task template?

Created by Raghul David, Modified on Fri, 20 Jun at 6:41 PM by Product Content Team

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:

From your greytHR Admin portal, navigate to the Settings icon > System Settings > Checklist > Template Gallery.
On the Template Gallery page, click on the required group. The list of task templates appears on the left side.
Click the ⁝ icon. The Edit, Delete, and Duplicate option appears.
Click the Edit option. A Create Checklist window appears.
Update the required details.
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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