Help Your Sales Reps Manage Their Tasks | Salesforce
Help Your Sales Reps Manage Their Tasks
Optimize the way your sales reps manage their work. Options differ for Lightning Experience, Salesforce Classic, and Salesforce1.
Considerations for Customizing the Task List in Lightning Experience Use compact layouts to customize the display and order of fields for items in the task list. However, certain fields remain in the task list even if you remove them from a layout, because they contain essential task information. For example, suppose that you remove the status and due date fields from a compact layout. The task checkbox and the due date still appear on tasks in the list. The remaining fields visible in the list reflect the fields you include in the compact layout.
Considerations for Email Notification of Task Assignments When the setting Enable user control over task assignment notifications is enabled in Activity Settings, users see the option Email me when someone assigns me a task in their personal settings. Both the setting and the option are enabled by default. Enabling and disabling the setting affects users in different ways. Before migrating a Salesforce org, avoid excessive email notifications by disabling the setting. You can re-enable it after migration.
Task Fields Task records have standard fields for tracking and recording task details.
Email Tracking in Salesforce Classic If you use HTML email templates in Salesforce Classic, enable Salesforce to track outbound HTML emails as a type of completed task. If you disable this option, Salesforce no longer stores email tracking information. However, email tracking reports remain on the Reports tab. To display email statistics to your users, add the HTML Email Status related list to the relevant page layouts.