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Opening a task template
Sorting task templates
Filtering task templates
Creating a task template
Editing a task template
Deleting a task template
Adding a form to a task template
Removing a form from a task template
Adding a document to a task template
Adding a document to a document review task template

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Opening a task template

October 13, 2026 15:18 Updated

Select Admin on the Dashboard.
Select the Manage Tasks link
Select the appropriate Task Name link.

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