Activity Templates

n Activity Template in the CommitCRM system is a file that contains a group of pre-programmed activities—such as Tasks, Appointments, or Tickets—that can be applied to different parts of the system, including Accounts, Assets, Contracts, and Sales Opportunities. Users can create Activity Templates for projects that their company commonly performs and which require a similar set of tasks, regardless of the client. Using the right template can get you and your team started on a project more quickly and efficiently, increasing productivity and streamlining your work.

Overview

What is an Activity Template?
Many IT companies provide services, such as network installation or server setup, that involve a standard set of steps. Rather than manually create the same steps over and over again for every new project, users can use the Activity Template features of Commit.

An Activity Template is an entity that contains a group of pre-programmed activities—such as Tasks, Appointments, or Tickets—that can be applied to different parts of the Commit system, including Accounts, Assets, Contracts, and Sales Opportunities. By applying an Activity Template to a specific project, all of the activities programmed into the template are automatically created for that project and placed into the Pending tab, saving the user valuable time.

Activity Templates can also be created for simpler projects, such as setting up a new laptop, and applied to the relevant Ticket or Asset.

How are Activity Templates created and applied?
Activity Templates can be created by selecting the “Activity Templates…” option from the Settings menu. Companies may choose to create Activity Templates in advance for specific projects, saving their employees time at the start of an actual project. For more information about creating Activity Templates, see the Creating New Activity Templates section of this manual.

To apply an Activity Template, users should go to the Pending tab of the entity to which they wish to apply the template (i.e., the Account, Asset, Contract, Ticket, or Opportunity) and click the New button. They should then select the “Apply Activity Template” option, which applies the template using a wizard. This wizard walks the user through creating all the activities pre-programmed in the template.

For more information on applying Activity Templates, see the Activating the Applying Templates section.