---
schema_version: "1"
id: 62f0d8f7f0cddce1a95d27d6d60ab65c1ad06e5222d9e58b5cb0779d40f6dddb
title: Create a Customer Task Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_create_customer_task_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_customer_task_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a83d1fc3cc5084ebb850f1b1b063d022cddbb87917198375de2e9d9550e6255a
description: Use customer task templates to quickly create a task for a customer. A customer task template defines the behavior of customer tasks. For example, to raise any asset service requests such as repair, maintenance, retirement, and replacement, a field service team can use the same customer task template.
products:
  - Consumer Goods
release: "264"
---
# Create a Customer Task Template

Use customer task templates to quickly create a task for a customer. A customer task template defines the behavior of customer tasks. For example, to raise any asset service requests such as repair, maintenance, retirement, and replacement, a field service team can use the same customer task template.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d94339e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d94339e63 ">To create customer task templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d94339e63 ">
              <p>CGCloud Business Admin</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">CGCloud Retail Business Admin</p>
            </td>

          </tr>
        </tbody>
      </table>

Use a template that’s assigned to a customer to create a task for that customer.

1. From the App Launcher, find and select **Customer Task Templates**, and then click **New**.
2. Provide these details.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d94339e122">Field</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d94339e125">Description</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d94339e122 d94339e125 ">Task Information</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d94339e122 ">Customer Task Template Name</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d94339e125 ">Name of a customer task template.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d94339e122 ">Sales Org</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d94339e125 ">Sales org of the customer task template. You can edit this field only while creating
                  a task template.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d94339e122 ">User Roles</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d94339e125 ">
                  <p>Roles for which a task template is applicable. The options are:</p>
                  <ul>
                    <li>Business Admin</li>
                    <li>KAM</li>
                    <li>Sales User</li>
                    <li>Supervisor</li>
                    <li>FA</li>
                    <li>FM</li>
                    <li>Inventory Manager</li>
                    <li>Sales Support</li>
                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d94339e122 ">Workflow</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d94339e125 ">Workflow that's applicable for the tasks that are created by using the template. The
                  sales org for a workflow and customer task template must be the same.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d94339e122 ">Sort</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d94339e125 ">Sort order of records.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d94339e122 ">Management Type </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d94339e125 ">
                  <p>Association that defines whether a customer task is related to service or sales. The
                    options are:</p>
                  <ul>
                    <li>Sales</li>
                    <li>Service</li>
                    <li>Call Center</li>
                    <li>Merchandiser</li>
                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d94339e122 ">Active</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d94339e125 ">Indicates whether a template is active. You can use only active templates to create
                  customer tasks.</td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d94339e122 d94339e125 ">Description </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d94339e122 ">Description Language 1/2/3/4</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d94339e125 ">Description of a customer task template in the languages that are configured for the
                  sales org.</td>

              </tr>
            </tbody>
          </table>
3. Save your changes.

#### See Also

- [Create a Workflow](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_workflow.htm&type=5&language=en_US)