Tasks can be created simultaneously from a task template if an appropriate task template has been created during the implementation.

For example, a service department constantly receives requests to fix computer problems. To accomplish this assignment usually involves three required tasks including customer appointment, computer repair, and progress update. A service director could request the creation of a task template group used specifically for a service request called PC Repair which covers all these three tasks defined in a template format with task information specified, such as task type, priority, and status.

To create tasks from a template, you must select the Create Task from Template button. Enter the following information in the Create Tasks from Template Group window:

• Template Group: Select a template group from the LOV, such as PC Repair since this template group consists of three task templates that are used specifically for service requests regarding computer problems.

• Source Document: This field displays automatically after the template group is identified. For example, the PC Repair template group is tied to the source document Service Request during the setup.

• Source Value: Enter the document number that these tasks are to be created for. For example, if you create tasks associated with a service request, then you need to select the request number as the source value. If creating tasks from a template for a standalone task, you can select any number as the source value. The selected number will not have impact on the task creation.

• Owner Type: Enter the type of owner that will be assigned to all these three tasks, such as Employee Resource.

• Owner: Select the specific owner based on the previous value. For example, if you select Employee Resource you must select a person.

Clicking the Create Tasks button will create multiple tasks from the selected template simultaneously.