How to edit an Event or Task on a Matter Template.

1.  Click 'Manage Matter Templates' in the Tools section.

2.  Select the name or description of the template.

2.  Select the Name or Description of the Template.

3.  Review template activities.

3.  Review Template Activities.

4.  Select the 'Pencil Icon' next to the event or activity you want to edit.

4.  Select the "Pencil Icon" next to the event or activity you want to edit.

5.  Scroll down to view and edit activity details.

5.  Scroll down to view and edit activity details.

6.  Click 'Update Template Task'.

6.  Click "Update Template Task".

7.  View updated activity in template activities.

7.  View updated activity in Template Activities.

Also view:

Automate your workflow with Matter Templates

How to create a Matter Template

 

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