This article applies to:

Create a Task List Template in Practice Management

An Administrator account or a role that has permission to work with Tracker Templates.

A Tracker Task Template.

Select Tools
, Manage Trackers
, then Manage Tracker Task Templates
.

Select New
, then Task List Template
.

Select Add.

Choose a Task Template or New Task Template.

Select a Task Template in the list.

Use the Up
and Down
buttons to change the order in which it's shown.

Select OK
.