Task Templates help standardize tasks in your projects, allowing you to quickly reuse them for consistent task setup.
To Create a Task Template:
- Navigate to the Template Tasks tab in Salesforce.
- Click the New button.
- In the pop-up window:
- Enter the Template Name.
- Fill in the other relevant details.
- Fields marked with an asterisk (*) are mandatory; others are optional.
- Click Save to finalize the template.
This ensures efficiency and consistency in task management across multiple projects.
Note:
- There is a field called "Template Project" where you can select a project name.
- If a project is selected for a template, that template can only be used to assign tasks within the selected project.
- If no project is selected, the template can be used for task assignments across any project.