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Create a Salesforce Task for an Obligation
The obligation manager can easily create and associate Salesforce tasks for upcoming obligations within contracts, to track and meet obligations within defined time frames. They can then assign these specific tasks to an obligation assignee. The tasks can be recurring tasks, reminders, or one-time tasks.
| USER PERMISSIONS NEEDED | |
To create and assign an obligation task: |
Obligation Manager permission set |
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, Professional, and Developer Editions |
The manager can associate multiple tasks with an obligation. The manager can view the associated tasks in the Activity section on the obligations record.
- Enable recurring tasks.
- Customize notifications for task assignments.
- From the App Launcher, find and select Obligations.
- Click the obligation that you want to create a task for.
- Select Add Task from the dropdown.
- Enter the task details.
- Save your changes.
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