Assign activity step templates to activities

You can assign one or more activity step templates to one or more activities.

  1. In the Activities window, select the activity to which you want to assign an activity step template.

    To select multiple activities, use Ctrl-Click or Shift-Click.
  2. Click on the Assign toolbar.
  3. In the Assign Activity Step Templates dialog box, select the template you want to assign to the selected activities.

    You can Ctrl-Click to assign more than one template.
  4. Click Assign .

    The steps, weights, descriptions, and UDFs contained in the template are loaded into the Steps tab of Activity Details.

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Last Published Wednesday, May 25, 2016