Add Task Templates to Sales Stages

A task template is a group of tasks associated with a business object, including opportunities. You create a task template in the setup pages and then add the task template to an opportunity sales stage.

The tasks generated from the template are accessible to salespeople in the Activities tab in opportunities, for the sales stage you associated with them.

Here are the high-level steps to add tasks to the Activities tab in opportunities for a particular sales stage:

1. Define your task templates using the Manage Sales Task Templates task available from the Setup and Maintenance work area.

   For more information, see the Task Templates chapter in the Implementing Sales guide. The topic, Create a Task Template, has the steps.

2. Edit a sales stage and, in the Activity Templates area, associate the task template with a sales stage, as described next.

Add Task Templates to Sales Stages

Here's how to add a task template to an opportunity sales stage.

1. In the Setup and Maintenance work area, go to:

   • Offering: Sales

   • Functional Area: Opportunities

   • Task: Manage Sales Methods and Sales Stages

2. On the Manage Sales Methods page, click the sales method whose sales stages you want to modify.

   The Edit Sales Method page appears.

3. In the Edit Sales Method page, click the sales stage you want to configure. In the upper portion of the page, it's assumed you would have already completed the core information for the sales stage. For more information about these fields, see the topic, Create and Edit Sales Methods and Stages.

4. In the Activity Templates region, click the create icon.

5. Search for and select the task template you created earlier.

6. In the Type column, select Automatically generated as the type.

   If you don't select Automatically generated, the associated tasks won't appear in the UI for users.

7. Save your changes.