Create a master page layout (template) with the Contact, Account, Due Date, and Subject fields and any other fields you desire. After creating a master page layout, you can copy (save it as, or clone it) every time you need to create a new page layout without having to start from scratch.

  1. In Setup, go to the custom object for which the master page layout is needed.
  2. Select the Page Layouts link or scroll down to that frame.
  3. Click the New button.
  4. Leave the Existing Page Layout as None.
  5. Enter *Master Page Layout in the Page Layout Name field and click the Save button.

    Note

    The asterisk (*) makes this page layout name always appear at the top of the list.
  6. Drag and drop the fields, buttons, and related lists where you want them:
    • Add Contact, Account, Due Date, Subject and any other fields you want future page layouts to have as defaults.
    • Add the Open Activities, Activity History, and Notes & Attachments related lists.
    • Add the Process Visual and Process Details buttons.
  7. Click Save.