Add edit delete_project templates
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1. Administrators can add, edit, and delete project templates and tasks in OfficeTimer. They login and navigate to the Admin Options tab before clicking on Time Off Types to access project templates. 2. To add a template, administrators click Add and fill in mandatory fields like the time sheet approval type before assigning employees and clicking Update. 3. Templates can then be edited and deleted by clicking the corresponding icons, and tasks can be added, edited, and deleted for each template in a similar process.
Add edit delete_project templates
- 1. Steps To Add/Edit/Delete The Project Template
- 2. 1. Login to the OfficeTimer with the Administrator credentials.
- 3. 1. Upon successful login navigate Click on the Admin Options tab. 2. Click on Time Off Types under Time Off Setup.
- 4. 3. Click on Add Button to create a Project Template.
- 5. 4. Fill in all the Mandatory Fields and Time Sheet Approval type and click on Add.
- 6. 5. Select the Employees to be assigned on the Project Template and click on Update.
- 7. The Template Added will be listed under the Project List. 6. Click on Tasks link to add tasks for the Template.
- 8. 7. Click on Add Button in the Project Task List page to add a new task.
- 9. 8. Fill in all the Mandatory Fields and Click on Add.
- 10. The Tasks Added will be listed under Project Task List. 9. User can Edit the Task by Clicking on the Edit Icon and 10. User can Delete the Task by Clicking on the Delete Icon.
- 11. Project Templates can be used to copy the information of the template like Client name , Project tasks, Project team, Approval types etc. to the new project that you create. The “Project Templates” will be displayed in “Project Template” dropdown when you are adding a project.
- 12. User can Edit the Project Template by Clicking on the Edit Icon and Delete it by Clicking on the Delete Icon.