http://forums.method.me/cs/search/SearchResults.aspx?o=DateDescending&u=5892Search results by user ID 5892en-USCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/p/4253/16357.aspx#16357Mon, 04 Mar 2013 15:59:54 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:16357Malcolm<p><span style="overflow:hidden;" id="mce_0_start">We are new users to Method CRM. We are <span style="overflow:hidden;" id="mce_1_start">A/V </span>contractors and have a list of about 30 activities (or Tasks) that apply to every project. Is ther<span style="overflow:hidden;" id="mce_3_start"></span>e a way to create a template<span style="overflow:hidden;" id="mce_4_start">,</span> for lack of a better term<span style="overflow:hidden;" id="mce_5_start">,</span> that would include all of these items that when <span style="overflow:hidden;" id="mce_6_start">accomplished</span><span style="overflow:hidden;" id="mce_6_end"></span>, co<span style="overflow:hidden;" id="mce_7_start"></span>uld<span style="overflow:hidden;" id="mce_8_start"></span> be shown as completed?</span><span style="overflow:hidden;" id="mce_2_start"></span><span style="overflow:hidden;" id="mce_9_start"></span></p>