How to configure Quick Setup 1 0

Import and export tasks and their categories, job titles, and their functions in an easy way.

Go to My Console > Quick Setup

Exporting a Template:

1. In My Console > Quick Setup, click the “Export” tab and choose which template you want to export.

2. Select the template to be exported and check the checkbox.

3. Initiate the save process by clicking the save icon.

4. Wait for the download process to complete.

Importing a Template:

1. In My Console > Quick Setup > Import

2. Click the button "Open File"

3. Select the items you wish to be imported.