Marking activity templates as favorites 

You can rank the available activity templates by marking those you like best as favorites. Doing so adds the templates to the Favorite Templates view available from the navigation pane of the Activity Templates tab and enables you to quickly access the templates that you find to be most useful.


Before starting

Anyone with access to an activity template can mark it as a favorite.


About this task

To mark an activity template as a favorite...


Procedure

  1. Click the Activity Templates tab to open the list of templates.

  2. Find the template, click More to expand it, and then click Mark as Favorite Template.


What to do next

To remove a template from the Favorite Templates view, open the Favorite Templates view, find the template in the list, click More to expand it, and then select Mark as Normal Template.


Parent topic

Work with activity templates


   

 

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