Copy a Time Entry Template

When creating Time Entry Templates, you have the ability to copy an existing template as a starting point to create a new template. To copy a template,follow these steps:

  1. Click Administration > Time > Time Entry Templates from the left side of the screen.

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  2. Click the Time Entry Template that you would like to copy.

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  3. Click the Copy button.

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    A new Time Entry Template will be created. The new template will utilize the same name along with a string of numbers and characters on the end.

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  4. Edit the template name by clicking on the name and typing a new one.

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  5. Edit any of the settings on the General, Steps, Tasks, and the Caselle Activities tabs. For an explanation of these fields, see Create a New Time Entry Template sections 5-8.

  6. Click Save Template once you are done making edits.

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