Example of Turning a Business Process into a Task Template

This example illustrates how to create a task template that represents a business process.

Scenario

A sales manager wants to create a task template for her department's client product demonstration process.

Client Product Demonstration Activities

The client product demonstration process occurs regularly. The sales manager doesn't want to manually create tasks for this process every time it occurs, so she creates a task template that includes the business process activities. Each time she repeats the business process, she can use the task template to automatically generate the appropriate tasks that need to be performed.

The business process consists of these activities:

• Book a conference room.

• Create an agenda.

• Confirm the date and time with the client.

• Make arrangements with presenters.

• Deliver product demonstration.

• Follow up with client.

Client Product Demonstration Task Template

Based on the analysis of the business process, here's the task template she creates:

Task Template Name: Client Product Demonstration

Task	Category	Lead Days	Duration Days
Book conference room	Preparation	1	1
Create agenda	Preparation	1	1
Confirm date and time with client	Call	5	1
Schedule presenters	Preparation	5	2
Deliver demonstration	Demonstration	7	1
Follow up with client	Call	10	1