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Create an activity from a template
Create an activity from a template when there is a template available that was designed for the goal that you want to accomplish. The right template can get you and your team started on a project more quickly and effectively.
You cannot use this procedure to create a community activity. For information about creating a community activity from a template, see Creating a community activity in the Communities Help.
To create an activity from a template...
- Click the Activity Templates tab to see a list of the available templates. Click More beside a template title to read its description.
- After you find a template to use, open it if it is not already open, and then click Start an Activity from this Template.
- Add values or change the values of any activity fields that you want to change.
- Click Save to create the activity.
Activities overviews, how-tos, and FAQs