Overview of Task Templates

By creating task templates, you can present groups of tasks for salespeople working sales deals. For example, you can create an opportunity task template that displays a set of tasks that need to be performed while working an opportunity.

The tasks generated from the templates are accessible to salespeople in the Activities tab within the applicable sales business object work area.

You can create task templates for these sales business objects:

• Opportunity

• Lead

• Campaign

• Customer

Task templates have such attributes as name, status, type and subtype. Task templates can be striped by business unit in a multiple-business-unit implementation, allowing you to have templates available only to a single set of users.