NetClose - Updating Task Templates from the Popup
In NetClose, users can make changes to NetClose Task Templates that will be reflected in future periods when that NetClose Task is generated. This changes can be made on the NetClose Task Template record or from the Task Popup found in the Task List or Task Board. Normally, changes made to a task in the popup window will only be reflected for the current task period. However, for convenience, if a user makes changes to the task in the task popup window and wants those changes to be reflected in future periods, then the user can click the "Update Template" button rather than just making those changes for the current task period, those changes will be reflected going forward as well. The walkthrough below explains this process in more detail.