Case and Task Templates
As a Workplace case manager, you can create templates to simplify the process of creating tasks and cases by populating fields automatically.
You can create the following types of template:
- Case template: A case template auto-populates fields when a case is being created.
For information about creating case templates, see Create a Workplace case template.
- Task template: A task template auto-populates fields when a task is being created. You can modify predefined workplace task templates or create your own templates and associate them with workplace
tasks.
For information about creating task templates, see Create a Workplace task template.