Independent Template Tasks are tasks that are not associated with a specific Template Project.


To Create an Independent Template Task

  1. Navigate to the "Independent Template Tasks" tab in Salesforce.
  2. Click the New button.
  3. Enter the Task Template Name.
  4. Leave the Template Project field blank.
  5. Set the Status, Priority (optional), and other relevant details.
  6. Click Save to create the Independent Template Task.

Note:


The "Offset Days" field determines when the task will start. Enter the number of days in this field, and the task's start date will be calculated based on the project's start date.


  • e.g: Project "Super Technologies" starts on the 1st of Jan 2023
  • Template Project "Electrical Tasks"
  • Independent Task
    • Task Fix the Television as offset days and is set to 5 days and duration days as 5
    • Task Fix the Washing Machine has offset days as 10 days and duration days as 3
  • When you create a New independent Template Task for the "Electrical Tasks"
    • The Start date for the Task "Fix the Television" will be 5th Jan 2023 and ends on the 10th Jan 2023
    • The start date for Task "Fix the Washing Machine" will be 10th Jan 2023 and ends on the 13th Jan 2023.