We just implemented the notion of Task Template and Task Group Template. In the Tasks web app, go to the More : Options menu.
- You can create a simple Task Template but also a Task Group, containing a list of task templates.
- Use the rank field to define in how many days the task is due.
Then you can use the New Task button on mobile and on the web when you are in Contacts, Companies or Deals and instantiate either single predefined tasks or the task groups, which creates the list of tasks linked to the current record.
This is useful for tasks or groups of tasks that are often repated.
Example: Organizing an Event – group of Tasks Template:
- Task: Book Event Venue
- Task: Invite Participants
- Task: Find Caterer