Adding or modifying a task default

  1. Select Settings > Events > Manage Task Defaults. The Task Defaults page is displayed.
  2. Select a division and a site to which a default task must be added.
    Note: If the value in the Site field is set to Master List, to add a default task, this setting is applicable for all the sites.
  3. Click New. The Edit Task Default page is displayed.
    Note: You can modify an existing default task, using the Edit option corresponding to the name of the default task.
  4. Specify this information:
    Name
    The name of the event default task.
    Description
    A description for the event default task.
    Days
    The number of days (based on the date type) determined to generate a task date when a stage in the lifecycle is processed.
    Week Days only
    Select this check box to include tasks only for weekdays.
    Date type
    The type of date.
    Use Event Salesperson
    Select this check box to assign the task to the event salesperson.
    Use Event Owner
    Select this check box to assign the task to the event owner.
    Note: 
    • You can either select the Use Event Salesperson check box or Use Event Owner check box.
    • If you clear the Use Event Salesperson and Use Event Owner check boxes, a User field is displayed wherein a specific user must be selected to be assigned to the task.
  5. Click Save.