# Create and Use Custom Activity Templates in ATZ CRM

> Create, update, delete, and use custom activity templates in ATZ CRM for interviews, follow-ups, notes, tasks, and consistent activity content.

Source: https://atzcrm.com/help/email-and-calendar/activity-ops/custom-activity-templates/

Activity Ops

# Create and Use Custom Activity Templates in ATZ CRM

Create, update, delete, and use custom activity templates in ATZ CRM for interviews, follow-ups, notes, tasks, and consistent activity content.

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Quick Answer

To create a custom activity template, open Settings > Activity Templates, click Create New Template, name the template, choose the entity and Template For value, add the template body, and save. Use Insert Template while creating activities or notes.

Activity templates help teams reuse consistent structures for interviews, follow-ups, notes, tasks, and other activity workflows.

## Quick Answer

Open **Settings > Activity Templates**, create a template, choose the entity and template purpose, save it, then use **Insert Template** when creating activities or notes.

## Create a Custom Activity Template

Open **Activity Templates** from settings.

Click **Create New Template**.

Name the template, choose the entity, set **Template For** to **Activity**, and save.

## Update a Custom Activity Template

Find the template in Activity Template Customization, click **Edit**, update the template, and save changes.

## Delete a Custom Activity Template

Find the template, click **Delete**, and confirm.

## Use Templates in Activities

When creating a new activity, click **Insert Template** and select the desired template.

The predefined content is inserted into the activity creation form. Add any additional details and save.

## Use Templates in Notes

While adding notes for an entity, use **Insert Template**, select the note template, and save after adding details.

## Use Cases

### Interview Templates

Create a reusable interview structure with questions and evaluation sections.

### Follow-Up Call Templates

Use a consistent format for call notes and next steps.

### Candidate Feedback Templates

Standardize feedback notes across recruiters and managers.

## Troubleshooting

### Template Does Not Appear

Check that the template was saved for the correct entity and purpose.

### Inserted Content Needs Editing

Templates provide a starting point. Edit inserted content before saving the activity or note.

### Too Many Templates Exist

Archive or delete unused templates to keep the list clean.

## FAQs

### Can I use templates for both activities and notes?

Yes. Insert Template is available in supported activity and note workflows.

### Can I delete old templates?

Yes. Use Delete from the template list and confirm the action.

### Do templates replace custom activity types?

No. Activity types categorize the activity; templates provide reusable content.

## Related guides

[Add or Edit Activities](https://atzcrm.com/help/email-and-calendar/activity-ops/add-edit-activities/) [Custom Activity Types](https://atzcrm.com/help/email-and-calendar/activity-ops/custom-activity-types/) [Custom Note Types](https://atzcrm.com/help/email-and-calendar/activity-ops/custom-note-types/)

Need help?

## Talk to the ATZ CRM team

Use the in-app chat for product support, or book a demo if you want to see this workflow with your recruiting data.

[Request demo](https://calendly.com/armaan-atzcrm/30min) [Start free trial](https://secure.talenticx.com/sign-up?token=A7K9X2M4Q8P1Z6R3T5WY)

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