Track Events and Tasks Together in Lightning Experience | Salesforce
Track Events and Tasks Together in Lightning Experience
Always know what to do next on each deal that you’re working on, and see at a glance what’s already happened. Track events, tasks, calls, and emails—collectively called activities—on the Home page, on the Kanban Board, in the activity timeline, and in reports.
Available in Lightning Experience in: Developer, Enterprise, Group, Performance, Professional, and Unlimited Editions
User Permissions Needed
To create tasks and log calls
To create events
To send email
Use the Home page.
On the Home page, Upcoming Events shows the next five meetings on your calendar today, and Today’s Tasks shows your next five tasks due today. Past events drop off Upcoming Events as the day progresses.
Use the Kanban Board.
A yellow triangle on an opportunity or a lead indicates that the deal has no scheduled meetings or tasks. To get the deal moving, click the triangle and create an activity.
Use the activity timeline.
The activity timeline displays your open tasks, upcoming meetings, and past activity on an opportunity, a lead, an account, or a contact.
Use activities reports.
You can run various reports to get insight into the progress and history of your accounts and deals. If your Salesforceadmin has enabled Shared Activities, you can run certain standard or custom reports. These reports display details about events or tasks and their related contacts, accounts, opportunities, and other associated records.