Downloading- Task & Thread Templates

Downloading- Task & Thread Templates

download in pdf and export in xpl.

 

Task & Thread Templates

 1. Click on XPLAN button

2. Go to Administration Functions > Templates. 

Click on Task & Thread Template on the left hand side menu.

Ensure that all your filters are turned off. Ensure all statuses and priorities are picked.

Click on the "Filter Task by" dropdown menu and screenshot all the categories. 

Download each email template in PDF format and export in  in .xpl format.

Ensure you select cases and leads as well under ‘type’.

 For details on how to download task & thread templates click here.

If you do not have access to templates, go into your dummy client and open the tasks and threads one by one as though you were going to assign them to your client and screenshot them. 

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