Working with the task templates

TABLE OF CONTENTS

• 1. Navigate to "Admin Area" (under your avatar icon)
• 2. Then choose the "Transaction" tab, and click  "Task Templates". You can add as many task templates which suit your custom needs.
• 3. You can omit the creation of specific templates while adding a new transaction on the "Add Transaction" pop-up.

1. Navigate to "Admin Area" (under your avatar icon)

2. Then choose the "Transaction" tab, and click  "Task Templates". You can add as many task templates which suit your custom needs.

3. You can omit the creation of specific templates while adding a new transaction. 

Navigate to "Task Templates" sub-tab on the "Add New Transaction" pop-up.