Considerations for Using Tasks in Lightning Experience | Salesforce
Considerations for Using Tasks in Lightning Experience
Be aware of these considerations for owning, viewing, creating, and updating tasks.
Available in Lightning Experience in: Developer, Enterprise, Group, Performance, Professional, and Unlimited Editions
Tasks Can Have One Owner at a Time
Only one person can own a task. If you reassign the task to someone else, it no longer appears in your task list, unless the person is below you in the role hierarchy. In that case, you see the task in the Delegated view in your task list.
Managers Can’t Edit Others’ Tasks
Anyone can reassign a task to a coworker. Managers in the role hierarchy can view tasks that they’ve assigned to people below them in the role hierarchy. They can also use reports to view tasks of people below them in the role hierarchy, but not to edit them.
No Recurring Tasks
You can’t create recurring tasks. However, your task list and the activity timeline display each task that has been created as part of a series in Salesforce Classic. If an individual task is assigned to you, you can edit it.
Limitations on Email Notifications of Task Assignments
Lightning Experience doesn’t display an option to send an email when you assign a task. It also doesn’t display a setting to receive an email when someone assigns you a task. However, if you switch from Lightning Experience to Salesforce Classic, one of these options can be available. It depends on how your admin has set up your Salesforce org. If one of these options is available, you can receive emails for tasks that you assign to yourself or created with a status of Completed.