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templates:templates [2014-04-08 14:54]
nicolas [Variables]
templates:templates [2014-04-08 15:42] (current)
nicolas
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   * Ensure that  our Administration Department has correctly taken care of its registration and billing   * Ensure that  our Administration Department has correctly taken care of its registration and billing
  
-Templates are a way to make sure none of these things go unnoticed, and they also are real time savers provided you just have to fill in some parameters (variables) when applying them.+Templates are a way to make sure none of these things go unnoticed, and they also are real time savers, allowing you to just have to fill in some parameters (variables) when applying them.
  
 ===== Template elements and structure ===== ===== Template elements and structure =====
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 ==== Variables ==== ==== Variables ====
  
-Variables allow changing some properties of a task (or several ones) whenever you create a template.+Variables allow you to change some properties within a task (or several ones) whenever you create a template.
  
-The are several different variables, which you may use – or not – for different purposesand will let you define the following data of a task:+The are several different variables, which you may or may not use, for different purposes and will let you define the following data about the task:
  
   - **Name**   - **Name**
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 ===== Setting up a simple template (New Client Recording) ===== ===== Setting up a simple template (New Client Recording) =====
  
-As a tutorial, we will show you how to create a template that will help you whenever you have to **add a new client into your records**. Of course you may use it for different purposes, in fact, you should!!+As a tutorial, we will show you how to create a template that will help you whenever you have to **add a new client into your records**. However, you may use it for different purposes to fit your needs.
  
-Another thing to note, is to take it slowly the first time you create a template as it has a lot of things involved, but after doing the first one, the rest of them will be **really easy** to create, and the time you will save, does worth it!+Another thing to note, is to take it slowly the first time you create a template as it has many things involved, but after doing the first one, the rest of them will be **really easy** to create, and the time you will save, makes it worth it!
  
-**Important Note**: Please bear in mind you can always contact your **Feng Office Account Executive** if you are a subscribed user, and schedule a consultancy session, so that he or she can help you out with it.+**Important Note**: Please bear in mind that if you are a subscribed user, you can always contact your **Feng Office Account Executive** and schedule a consultancy session, so that he/she can help you out with this.
  
 1) Go to the **[[:administration_panel#using_the_administration_panel|Administration Panel]]**  1) Go to the **[[:administration_panel#using_the_administration_panel|Administration Panel]]** 
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 {{:templates:new_template_user_parameter_eng1.png}} {{:templates:new_template_user_parameter_eng1.png}}
  
-Now lets create a new **Text** variable we will call "Client Name", which should look as following:+Now lets create a new **Text** variable that we will call "Client Name", which should look as following:
  
 {{:templates:new_template_string_parameter_eng1.png}} {{:templates:new_template_string_parameter_eng1.png}}
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 ==== Using a template ==== ==== Using a template ====
  
-Once the template has been added, you are ready to use it any time you want with a couple of clicks!! This is the magical thing about templates!+Once the template has been added, you are ready to use it any time you want with just a couple of clicks!! This is the magical thing about templates!
  
 For instance, lets add a new **Client** called **Acme**, and access it. For instance, lets add a new **Client** called **Acme**, and access it.
templates/templates.txt · Last modified: 2014-04-08 15:42 by nicolas
 
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