TrackerRMS Help

Your one-stop shop for help on TrackerRMS

Back to Topics

Help Topic: Activity Templates

Activity Templates allow you to create predefined text that you can pull into Activities when first creating them.


Creating Activity Templates

These templates are plain text and can be managed in Tools & Settings > Customization > Display Settings


Use the New, Edit and Delete button above this this to create new Activity Templates:


Apply a Template to an Activity

To apply an acitivity template, simply create a new activity and select the template from the drop down list provided:


This will populate the Activity Note field with the standard text allowing you to edit or add to that standard note: