Task Templates help standardize tasks in your projects, allowing you to quickly reuse them for consistent task setup.

To Create a Task Template:

  1. Navigate to the Template Tasks tab in Salesforce.
  2. Click the New button.
  3. 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.
  4. 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.