Events and Activities: Creating Templates

Events and Activities: Creating Templates

Purpose

  1. To explain how to create a Template within the Events & Activities Module


Video



Directions

1. Click on Events & Activities.


Click on Events & Activities


2. Click on Setup.


Click on Setup



3. Click on Templates.


Click on Templates



4. Click on Create Template.


Click on Create Template



5. Enter the required fields and click on create to save as a template.


Enter required fields and click on create to save as a template.


    • Related Articles

    • Events and Activities: Adjusting Time Granularity

      Purpose To explain how to adjust the Time Granularity settings. Video Directions 1. Click on Events & Activities 2. Click on Setup 3. Click on General 4. Click on Time granularity and select desired time frame.
    • Events & Activities: Configuring Notification Settings

      Purpose To explain how enable Notifications within the Events & Activities module. Video Directions 1. Click on Events & Activities 2. Click on Setup 3. Click on Notifications 4. Click on Save once changes are made. 5. Enable the "Send notification ...
    • Events & Activities: Creating Event Types

      Purpose To explain how to create Event Types. Video Directions 1. Click on Events & Activities. 2. Click on Setup. 3. Click on Event Types. 4. Click on "Add Event Type". 5. To add a new event type simply name the event type and add a short code. 6. ...
    • Events & Activities: Enabling Payroll Summary

      Purpose To demonstrate on how to enable the Payroll Summary within the Events & Activities module. Related Articles Adding Personnel to the Payroll Summary within Activities Updating Personnel in Payroll Summary within Activities Personnel Setup ...
    • Events & Activities: Creating a Program

      Purpose To explain how to create a Program. Video Directions 1. Click on Events & Activities. 2. Click on Setup. 3. Click on Program. 4. To create a new program, click on "Add Program". 5. To add a new program simply add a Name and make any ...