To create a pointer task template, complete the following sequence of procedures.
- Create a pointer task template.
- Define task template properties.
- Define task template components.
- Optional. Define task template actions.
- Define task template assignments.
- Define task template reasons.
- Define task template due date method.
- Define task template security.
The Incomplete Template dialog box appears if you
do not define assignments, reason lists, or if you opted to send the folder to workflow
when the task location is a document in a folder box, but did not select a queue. You
can save this template in any of these states, but the template is set to
inactive.