Manage your open Periodic Task Templates via Workflow > Periodic, or Workflow > (Periodic area) > Open.
This list tells you your active Periodic Task Templates, and works in a similar way to the Task List.
Click a:
- Task name to open the relevant Periodic Task Template
- Task Type to filter the list based on that task type
- Project name to filter the list based on that project.
You can also change the column order, as well as click column headings to sort templates (e.g. by Due Date). See Current Task List in AroFlo Office for more information.
Search the list
Use the search at the top left to search your templates:
- Click into the search field and enter at least three characters for your search.
- If necessary, use the dropdown to select what you want to search on (Task name, Client name or Task Type)
- Click Search or press Enter.
Filters
Use the filter dropdown at the top right to change which templates are displayed:
| Filter | Description |
|---|---|
| Active | Shows templates that are still active. |
| Expired |
Shows templates with an expired date in the past. This includes both Active and Archived templates. |
| For Review |
Shows templates with a review date in the past. This includes both Active and Archived templates. |
| Archived | Shows templates marked as archived. |