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Goliath Data

Create a task template

  1. Go to Library → Templates, select New template, select Blank template, then choose Task template.
  2. Replace Untitled Task Template with a name, then enter the Task title and any Details.
  3. Use Insert variable to include record data.
  4. Under Due, set how long after the template is applied the task is due, and at what time. Choose a Task type if useful.
  5. Select Save template.

The Task Template editor, with Task title, Details, Due, Task type, a live preview, and Save template.

When you apply the template from a contact, Goliath creates the task, assigns it to you and links it to that contact. See Templates to manage your templates.