Task templates make it easy to standardize tasks in your project so you can use those templates to quickly set up the same tasks over and over again.

To create a Template Task,


  • Go to the Template Tasks tab in Salesforce
  • Click the new button,
  • In the Pop-up, enter the Template Name, and enter the other details in the pop-up,
  • The fields marked in * asterisk is mandatory, and other fields are optional.
  • Save it, by clicking the save button.




Note:

  • There is a field as "Template Project". You can select the Project name from this field.
  • If the Project is selected for a Template, then the specific template should be used to assign Tasks only for the selected Project.
  • If the Template Project is not selected, then the Template can be used for any Project for Task Assignments.