Create Tasks from Templates

This section describes how to create tasks from templates that have already been created and saved in Dayforce.

To create a task from a template:

1. Go to Task Management and click Add.
2. In the Create New Task wizard that opens, click Template Task.
3. Select a start date for the task, and click Next.
4. Select the template that you want to use to create the new task.
5. If it wasn’t already selected by the template, select to which locations the task is assigned in the Assign locations to the task section.
6. (Optional) In the Location Property drop-down list, select the location property that the task’s budget will be based on.
7. Click Finish.

Note: Dayforce automatically creates task plans for any labor-impacting tasks that are only effective for a single day, and have both a zone and activity specified. When you click Finish in the Create Task wizard, Dayforce notifies you that it has created task plans automatically for the assigned locations.