As part of our ongoing improvements to enhance the functionality of Task Templates, we have added two new fields: Priority and Task Type. These fields provide more flexibility and granularity when creating and managing tasks within templates.

New Fields in Task Templates:

• Priority: Indicates the urgency level of the task.
• Task Type: Defines the category or nature of the task.

Where to Find Them:

These fields are located in the table for tasks within the Task Template editor (Admin > CRM Settings > Task Templates).

What do these fields do:

• The Priority and Task Type fields can be set for each individual task within a template.
• Templates can have multiple tasks, with each task having a unique priority and type.
• These fields are optional; You can leave them blank if not required.

Application of Task Templates in CRM Opportunities:

• When you apply a Task Template to an opportunity (CRM > Opportunity > Tasks > Apply Task Template), the assigned Priority and Task Type for tasks will be carried over to the newly created tasks.
• This ensures consistency and saves time for users, as they don’t need to manually set these values after applying a template.
• Tasks created from an auto-action setting will carry over the Priority and Task Type values automatically to match the settings in the template.

Benefits of the Update:

• Enhanced Task Organization: Users can now categorize tasks by priority and type, making it easier to manage and prioritize workloads.
• Streamlined Workflow: Automated tasks inherit key attributes, reducing manual input and increasing consistency.
• Improved Customization: Flexible options for defining tasks within templates to fit specific business workflows.

How to Use the New Feature:

1. Navigate to Admin > CRM Settings > Task Templates.
2. Add a new task or edit an existing one within a template.
3. Assign values to the Priority and Task Type fields (optional).
4. Save the template.
5. When applying the template or using it in an auto-action, observe the new fields reflected in the created tasks.

This update empowers you and your administrators to create more structured, prioritized, and categorized task workflows seamlessly.

We’d love your feedback! Share your thoughts and suggestions via the Idea Portal to help us make Nexus CRM even better.

Mercury Nexus Product Team