How to create an activity template

An activity template allows you to generate an activity list attached to an object of a given type. An activity list contains a list of tasks, some of which are generated only when a prior task is complete.

To create an activity template

1. From the Salesforce menu, choose Activity Templates.
2. To create the template, press New.

   

3. Name and target the activity template, then press Save.

   

   The Activity Template header displays.

   

4. From the Related tab, create a New activity list.

5. From the Create Task dialog box, complete the task details and press Save.

   

   The task is added to the activity list.

6. Now add the remaining tasks you need for the template to be complete.

Field Notes (Activity Template)

• Enter a Name as the primary user identifier for the template.
• Target Object specifies the object type the activity list can be attached to.
• Set Template Active to true to make the template available to the defined object type. Set it false it when you no longer want it to be available.
• Retention Period defines the number of days after the last task is complete for which the Activity List instance will be retained.

Field Notes (Create Task)

• Enter a Name as the primary user identifier for the task.
• Days to Due sets the due date on the task as the specified number of days after the task is generated. For dependent tasks, this is the number of days after the completion of the task on which it was dependent.
• There are three User Assignment methods.
  • Select Static User if there is a single person in your organization who will perform this task. You set the user in the dependent Assign To field.
  • Select Related User if you want Operations Management to select a user based on a defined relationship. When this is selected, you need to enter the relationship to be used into the Related User Relationship field. You can choose any relationship defined on the target object that looks up a user.

  • The most commonly used relationship is OwnerId.

  • Select Search User when you want to dynamically assign the user who is to complete the task based on role or position hierarchy within your organization.
• Set Active to true to generate the task at run-time. Set it false it when you no longer want the task to be generated.
• Select the name of a Pre-requisite Task if you want the task to be generated only on completion of the prior task.
• Enter a user friendly Description to clarify the purpose of the task.
• Optionally enter a URL into the Documentation Link to identify which aspect of the procedure or operations manual this step represents.