Create & Manage Task Snippets

Task snippets can be used to quickly create the description for a Task. This article will show you how to create, edit, and delete a task snippet.

Create a Task Snippet

1. Sign in to the system if you have not already
2. Navigate to the User Menu, then select the Settings option
   
3. Click the Meetings tile
   
4. Click the Text Snippets tile
   
5. Scroll down to the Task Snippets section
   
6. Click the New Task Snippet button
   
7. Fill in the Add New Task Snippet fields
   
   • Snippet Name: Enter a name for the task snippet
   • Snippet Text: Enter the text of the snippet
8. Click the Add New Task Snippet button
   
9. The task snippet has been created

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Edit a Task Snippet

1. Sign in to the system if you have not already
2. Navigate to the User Menu, then select the Settings option
   
3. Click the Meetings tile
   
4. Click the Text Snippets tile
   
5. Scroll down to the Task Snippets section
   
6. Click the Edit tool (purple pencil icon) to the right of the task snippet you wish to edit
   
7. Update the Edit Task Snippet fields as desired
   
   • Snippet Name: Edit the name of the task snippet
   • Snippet Text: Edit or enter the text of the snippet
8. Click the Save Changes button
   
9. The task snippet has been edited

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Delete a Task Snippet

1. Sign in to the system if you have not already
2. Navigate to the User Menu, then select the Settings option
   
3. Click the Meetings tile
   
4. Click the Text Snippets tile
   
5. Scroll down to the Task Snippets section
   
6. Click the Delete tool (red trash can icon) to the right of the task snippet you wish to delete
   
7. Click the Delete Task Snippet button on the Delete Task Snippet pop-up that appears to confirm the deletion
   
8. The task snippet has been deleted

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Resources

• Assign Tasks

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