Task Templates in Salesforce

Can task templates be used when creating a task from Salesforce?

I do not have the upgraded version of Asana to make task templates, but I don’t want to upgrade unless I can use the templates from Salesforce.

Hi @Megan_Lippincott, thanks for reaching out!

Task templates are custom templates which you create yourself within Projects. You can use task Templates to set the following details:

  • Task type (Task, Milestone or Approval)
  • Assignee
  • Relative due date
  • All custom fields
  • Task description
  • Collaborators
  • Subtasks

It is not currently possible to import task templates from another software.

I hope this clarifies this for you! :slight_smile:

Thanks Rebecca!

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