What is the contract's Linked Activity Template?

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An Activity Template is a template 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 Contracts. Users can create Activity Templates for projects that their company commonly performs and which require a similar set of tasks, regardless of the client.

 

Each contract in the Commit system can be assigned a "Linked Activity Template." This template can be linked to a contract and applied whenever a user copies this contract to a new date range or creates a new contract based on the contract to which the template is assigned.

 

You can read more about about this in the Activity Templates user guide under the Linked Activity Templates section.






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