Task Templates

Table of Contents:

• Create and Edit Task Templates and Task Template Items
• Assign Tasks to Cases from Task Template Items
• Permissions

You can create Task Templates and Task Template Items that you can use to create and assign Tasks to Cases without needing to recreate each Task individually.  Following the below steps, you can create reusable Task Templates that can be assigned to Cases and automatically create Tasks for the Case.

1. Create a Task Template record, which is where you define the Name and use of the Task Template
2. Create Task Template Items, which are the the reusable shells that will eventually become Tasks on the selected Case.  

The Task Template record is assigned to the Case, then the related Task Template Items are created as Tasks on the Case.  The Tasks can be edited as needed after creation from the Task Template Item.

You can manage the Activity Timeline on the Case record to get better visibility into the Case Tasks.

Create and Edit Task Templates and Task Template Items

Assign Tasks to Cases from Task Template Items

Permissions

To grant permission to Task Templates:

• Add user to Task Template and Items Access
• User is part of public group that grants access to the object records
• User has object and field permissions