Create a Task Template

When you create task templates, you first create a task template and then you create the individual tasks.

To get started, you must search for the appropriate task template setup task in the Setup and Maintenance work area. Here's a list of the task template tasks for the supported business objects.

Business Object	Setup Task
Opportunity	Manage Sales Task Templates
Lead	Manage Sales Lead Task Template
Campaign	Manage Marketing Campaign Task Template
Customer	Manage Customer Center Task Template

Here's how to create a task template.

Note: In this procedure, the opportunity business object is used as an example. However, the procedure to create task templates is the same for all objects.

1. Sign in as the sales administrator or as a setup user.

2. In the Setup and Maintenance area, go to the following:

   • Offering: Sales

   • Functional Area: Sales Foundation

   • Task: Manage Sales Task Templates

3. In the Task Template section on the Manage Sales Task Templates page, click the Add icon.

   The Create Template dialog box appears.

4. Enter the following in the Create Template dialog box:

   Field	Description	Example
   Template Name	Enter the name of the template.	Sales Coach
   Description Template Set	Enter a brief description about the template name, if required.	Sales coach template set.
   Active	Indicates that the template is active. The check box is selected by default.	Active
   Template Type	The business object to which the task template is associated is set as default.	Opportunity
   Subtype	The default value is blank. If you want to create a task template for assessment you must select Assessment. Otherwise, leave the field blank.	Assessment
   Template Set	Select the template set (Set ID) that you want to associate with your business unit.	Common Set

5. Click OK.

   The task template is created.

6. To create tasks for the task template, click the Create icon in the Details section.

   The Create Task dialog appears.

7. Enter the following in the Create Task dialog box:

   Field	Description	Example
   Subject	Enter the subject of the task.	Check Service Requests
   Description	(Optional) Describe the task.	Service request task
   Lead Time	(Optional) Enter the lead time for the task.	If you enter a lead time the task will begin after those many days. If a task is created from the task template on January 10, and the lead time value is 2, then the task start date is January 12.
   Type	(Optional) Select a type for the task.	Call, Chat, Demo, E-Mail, Meeting
   Template Duration	(Optional) Define the due date for the task. The due date is calculated based on the template duration value and the task start date. If the duration is blank in the template task, the task is created without a due date.	If a task start date is January 12 and the template duration is set to 3, then the task due date is January 15.
   Priority	(Optional) Select a priority for the task.	High, Medium, Low.

8. Click OK.

   The task is created for that task template.

Note: After you create task templates, there may be additional steps needed for the tasks to display for end users. For example, with opportunities, you associate the task template with sales stages (see the topics for opportunity sales stages and sales methods setup for more information).