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The Task Centre is where you create and manage the background tasks and templates that are required in the application. It is managed by a Windows service installed on the server.

Most tasks require one or more of the following steps:

 

Note

If you will be using the Task Centre to send emails from the system, the locale needs to be specified as to whether it uses English (GB) or English (US). You also need to specify the email server.

 


Tasks specific to particular areas of the application are described separately: