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Automated Tasks
Is there a way to assign automated tasks when a deal progresses a stage? Currently, I can see that you can but I want to be able to use the task template I made or at least have it appearing as a task and not as an activity on the deal and I also want to have it appear as a check list.  
Hi!

Yes, please contact our Helpdesk for details. Thank you.

Best,

Yana.
thats not very helpful for others to answer like that
Hi!


You can use an easy way to add tasks to the deals when it moves to the particular stage with the help of CRM Automation Rules - For Employees > Task:



Here is how the task form looks:



You cannot select an existing task template to add it here, but you can create a new one with the help of this form - it will be applied for this rule only.

Alternative way is to use extended business process designer.

Best,

Yana.
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