You may use pre-population rules in combination with a template to automatically populate the following elements:
•Task assignees
•Project assignees
To populate these elements, you must specify a user, group, contact, or contact group (Address Book). When specifying assignees or attendees, it is best to select a user instead of contacts or contact groups, because only contacts that are active users are assigned or included as an attendee. Adding contacts that are not active users does not cause an error to be displayed, but no assignee or attendee is added.
When users manually enter assignees in a task or project record, the system sets some assignee values automatically, such as Status and Assigned On, so you do not need to specify them in your template.
Assignees Batch Screen
You must define any required values in your template, which users "manually" enter, if you want to create a valid sub-object definition. For example, you must include the user's name and role.
Important: In order for a sub-object to be valid you must define its required values.
You may define assignees in a template and then set one as the default assignee.
