How Do I Create and Work Tasks in Salesforce?

How do I create a task?

  1. Open the record in Salesforce to associate with a task.
  2. Click the New Task tab.
  1. Complete the Task details. You can use the pre-filled Subject and Activity Types available or use free text. To assign the task to someone else change the Assigned To field. Click Save.

How do I work my tasks?

  1. Click the Tasks tab and click the drop-down to select "My Tasks". Here you can work your tasks. You may mark them completed or edit your tasks. You may update the date, change the Assigned to, and edit comments.

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