Navigation:  Client management > Agent planner > Working with templates

Version 1.0.0

Create a template

To create a new template, click the corresponding icon in the quick access toolbar. A wizard that prompts you for a name for the new template will appear. This name must be unique.

 

Then, select an existing template, which transfers your current settings to the newly created template:

 

Client Task: Creates a template

 

The newly created template thus initially has the settings of the template indicate here. These settings can be changed at will after completion, without affecting the settings of the original.

 

Delete templates

To delete a template, select the appropriate template from the drop-down menu in the quick access toolbar. Then click on the Delete template icon and confirm the safety prompt. Except for the DEFAULT template, any template can be deleted.

 

However, note that templates may be assigned to containers.