Modify activity templates to make changes to template details, attachments, and statuses.

After you create an activity template in NexJ Admin Console, you can make changes in the template's Details, Attachments, and Statuses tabs.

Editing details for activity templates

Edit details for activity templates to change template properties such as the name and security settings.

To edit an activity template's details:

1. Navigate to the Document Codes page.
2. In the Activity Templates tab, select the template to edit. The template's details display in the Details subtab.
3. Click the Edit button . The Edit Template dialog opens.

4. Make your desired changes to the template.
   

   A red asterisk indicates required fields.

5. Click OK. The Edit Template dialog closes.

The activity template's details are modified. If Active is selected, the modified activity is now available in NexJ CRM.

Managing attachments for activity templates

Add and delete attachments for activity templates to manage which documents and images are associated with activities that the template creates. After a user creates an activity in NexJ CRM, attachments from the template are available to users who open the activity.

Before you can attach a specific document to an activity template, you must add the document to Document Manager in NexJ CRM. For more information about using Document Manager, see Managing your documents.

To manage an activity template's attachments:

1. Navigate to the Document Codes page.

2. In the Activity Templates tab, select the template in which to add or remove attachments. The selected activity template's details display in the Details subtab.
3. In the Attachments subtab, you can do the following:
   
   • To add an attachment, in the Document Manager Items area, click the Select button . In the Select Document dialog, select the document to attach, then click OK.
   • To delete an attachment, in the Document Manager Items area, click the Action button  for the attachment that you want to delete, then select Delete. In the confirmation dialog, click Delete.

The document and its related attachments are added to the activity template.

Modifying statuses for activity templates

Add and remove statuses for activity templates to specify the stages through which activities progress. When you modify the statuses for an activity template, you configure what statuses are available and which status is the default. For example, the template for the Follow Up task has the statuses Cancelled, Completed, On Hold, Outstanding, and Tentative. The default status is Outstanding, which means that new Follow Up tasks are set to Outstanding when they are created. As users complete the task, they choose from the statuses to indicate their progress.

To modify an activity template's statuses:

1. Navigate to the Document Codes page.
2. In the Activity Templates tab, select the template in which to modify statuses.
3. Select the Statuses subtab.
4. To modify the available statuses for the template:
   1. In the Status area, click the Select button . The Select Statuses dialog opens.
   2. Do one of the following:
      • To add statuses to the template, in the list on the left side of the dialog, select one or more statuses, then click Add. The statuses are added to the list on the right side of the dialog.

      • To remove statuses from the template, in the list on the right side of the dialog, select one or more statuses, then click Remove. The statuses are removed from the list on the right side of the dialog.

        The Completed status is required and cannot be removed.

   3. Click OK. The Select Statuses dialog closes.
5. To modify the default status for the template:
   1. In the Default Status field, click the Select button . The Select Default Status dialog opens.
   2. Select a status to use as the default, then click OK. The Select Default Status dialog closes. 

The activity template's statuses and default status are modified.

Related links

Activity template fields