Create Tasks from a Task Template

You can create tasks for a business object from a task template. First select a set of tasks for a template task and then create tasks. In this topic, the opportunity business object is used as an example.

However, the procedure to create task templates is the same for all the objects.

Note: Tasks can be autogenerated from a task template and displayed in the Activities subtab. For example, a task template is associated with a sales stage. On updating the sales stage, the autogenerated tasks appear in the opportunity Activities tab.

Here's how you create tasks from a task template:

1. From the Navigator, click Opportunities.

2. Select the opportunity for which you want to create a task.

   The Edit Opportunity page opens.

3. Click the Activities subtab.

4. Click Create Tasks from a Template.

   Note: If the administrator hasn't set up task templates, a warning appears.

5. Select the template name from the available task templates.

6. (Optional) Enter the name of the owner of the task. If the field is blank, the signed-in user is set as default as the owner of the task.

7. Click Save and Close, on the Create Tasks from a Template page.

   The tasks are created from the template.