Add New Task Record Template


You can create a new task record template and add some basic or default details that you can use to create a new task. When you use this template to add a task, the form fields are populated with pre-defined data. These task record templates are valid for all assets such as while creating a new task for contact, deal, case and company. 

In addition to using task record templates, you can create new tasks using Task Templates. (Please see task templates for detailed instructions.) 

Click on Settings link available at the right side of the navigation bar.

Click on Record Templates link available in System section as below.

The Record Templates page appears. You can see that there are multiple tabs available with different asset names such as in Contacts tab, you can add a new contact record template and in Deals tab, you can add a new deal record template. By default, the Contacts tab is opened.

Click on Tasks tab and click on New Todo Record Template button available.

The page appears as below.

In Label field, specify the name of template. This template name is displayed in Select a record template drop-down list while creating a new task.   

You can see the form that you use to create a new task. Specify the details in the form.

Try to add generic details that are valid for multiple or all tasks that you plan to add in your account, so that it works as a template. For fields that may need custom values for each task, you can leave those blank.

Click on Create button. The details are saved in the template. You can use the template while creating a new task. (Please see create a new task for detailed instructions) 

To manage these task template records, please see manage record templates

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