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Task Templates

Task Template is similar to Appointment Template. It is used to automatically create Tasks defined as per Task Template.

To open Task Template, see below

New Task Template form will look like below

 

Schema Information

Field Name Description Sample Field Data Required
Template Name Name of the template Verify Account Information Yes
Template Tool Tip This information will be displayed when we mouse hover on template name from Automation Templates button. See here Verify Account Information Yes
For Which Entity For which entity you want to run this template i.e. Account, Lead, Contact, Opportunity Lead Yes
Associated to Case Template Whether this template is a part of Case Template or not   No
Subject Subject of appointment to be created when we run template Following up on New Lead Yes
Assigned To Whom to assign an appointment {#firstname lastname#} Yes
Regarding Depending on which entity field, regarding field will be populated. Parent Lead Yes
Due Date Start time of Appointment {parent.createdon} {5} {12:10} Yes
Priority Priority of appointment i.e. Low,mediam ,High Low No
Duration Duration of Appointments in minutes 20 Yes
Category Category of appointment (Free text  Field) Sales No
Sub-Category Sub-Category of appointment (Free text  Field) New Lead No
Description Description of Appointment (Free text  Field) Final Meeting with prospect. Identify opportunity for this lead. No