[solved] How to Create Templates that Work Like Task

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Archivist
Posts: 4
Joined: Thu Jan 11, 2018 7:58 pm

[solved] How to Create Templates that Work Like Task

Post by Archivist »

I get how to make a new template and how to create new attributes.

How do you create a template like Task which actually has the values at the top of the page instead of having to set them only int he attribute window
Petko
MyInfo Support
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Joined: Sun Jul 25, 2004 4:33 pm
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Post by Petko »

You need to create also a form or use the existing Task form for this.

In the Templates section, go to the template note and set the needed form in the Form field of the Attributes pane.
JennyMalin
Posts: 1
Joined: Tue Dec 07, 2021 7:41 am

Post by JennyMalin »

That's straight forward.
I don't know why I had to get stuck every attempt I was making.
Thanks for the clarification.
Sigrid94
Posts: 1
Joined: Sat Dec 04, 2021 2:53 pm

Post by Sigrid94 »

It's all clear now. I guess I'll have it easier the next time I create the template.
Primrose44
Posts: 1
Joined: Mon Jan 31, 2022 7:09 am

Post by Primrose44 »

That's a good question. I've also had a similar challenge. Thanks to the support team for clarifying that in precise and clear terms.
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