A task template is a collection of tasks, grouped to make it easy to assign a set of tasks for a given business objective to an opportunity.
To view task templates for a sales stage, the salesperson deploys the Sales Coach from the opportunity Actions menu to display the Sales Coach dialog window.
Task templates can be either Recommended or Automatically Generated.
- Recommended task templates appear in the Sales Coach UI as recommended templates. Salespeople can manually add the recommended task template and generate the underlying tasks onto the opportunity using the Activity Center.
- Automatically Generated task templates: When salespeople update an opportunity to a sales stage that has associated task templates marked as Automatically Generated, the application automatically creates tasks from the task template or templates and links them to the opportunity.