Managing Activity Templates

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 in the CommitCRM system 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.

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

For More details on defining and using activity templates, please refer to the Activity Templates User Guide.