Template Tasks
Manually creating the same tasks over & over is a waste of time.
Create Multiple Tasks With 1 Click
There are often tasks that you need to do every time your product or service is sold. With Template Tasks, you create the follow-up tasks once, relate them to your product in Salesforce, and click the button on the opportunity to create those tasks.
It’s easy to use, easy to set up, and 100% free.
Sound sketchy because it’s free? Yeah, we get it. But the reason it’s free is this is the first product we’ve ever made & published to the AppExchange and it’s just one (powerful) flow. We plan on creating something more robust, but in the meantime, we want you to give it a try.
