1. Open the task in question.

  2. Click on the task information at the top of the letter to edit it.

=> The Edit task information window opens.

3. Click in the field Report Type to display the drop down list.

4. Select the required Report Type.
5. Click on UPDATE.
=> The template of the letter has now been changed.

Recover task text

NOTE: If the letter was already typed before you changed the template, the previously typed text may seem to have 'disappeared'.

=> To recover the text use the option Access previous content below the ribbon bar. Beside this (in the below example) we can see BODY

1. Click on the BODY button.

=> This will copy the previous content of the letter. 

2. You can then right click and paste the previous text into the body of the new template. 

  • Repeat steps as necessary for other fields.

If you have any more queries, please do not hesitate to contact our Helpdesk or support@tpro.ie. 

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