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Automate Your Business Processes
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            Task Actions

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            Task Actions

            Task actions determine the details of an assignment given to a specified user by an automated process. You can associate task actions with workflow rules, approval processes, or entitlement processes.

            Required Editions

            Important
            Important Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.
            Available in: Lightning Experience and Salesforce Classic
            Available in: Enterprise, Performance, Unlimited, and Developer Editions

            From Setup, enter Tasks in the Quick Find box, and select Tasks. Then use these settings to configure your task.

            Field Description
            Object

            Select an object for your task. Remember, tasks can only be associated with workflow rules or approval processes for the same object type. Choose an object that tracks activities.

            Tasks aren’t available for article types.
            Assigned to

            Select an assignee for your task. An assignee can be in the form of a user, role, record owner, record creator, opportunity team role, or account team role, depending on the type of record you chose.

            • If the assignee of a task is set to the record owner and the owner of a lead or case is a queue, the task is assigned to the person who triggered the rule.
            • If a custom object has a master-detail relationship with a standard object, the owner of the custom object record is automatically set to the owner of the main standard object record. For example, if a custom object called “Expenses” has a master-detail relationship with Accounts, the owner of each expense record is the owner of the account for the expense.
            • If the assignee of a workflow task is a role and more than one user belongs to that role, the record owner becomes the task assignee, regardless of their role. We recommend that you don’t assign tasks to roles with multiple users. Assigning tasks to roles with one user allows you to easily change the user in that role without modifying the workflow rule. If the assignee of a workflow task is a role and that role is empty, the record owner becomes the task assignee, regardless of their role.
            • When a lead is converted by someone who isn't the lead owner, all workflow tasks associated with the lead that are assigned to that user, except email alerts, are reassigned to the lead owner. Workflow tasks assigned to users other than the lead owner and lead converter aren't changed.
            Subject Enter a subject for the task. Distinguish automated tasks from user-created ones by starting the subject with a specific notation, such as adding (Automated) at the end.
            Unique Name

            Enter a unique name to refer to this component in the API. The requirement for uniqueness is only within the selected object type. You can have actions of the same type with the same unique name, provided they’re defined for different objects.

            The Unique Name field can contain only underscores and alphanumeric characters. It must be unique within the selected object type, begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores.

            Due Date

            Choose a due date for the task. Due dates appear in the time zone of the assignee.

            Configuring a task’s Due Date to "Rule Trigger Date" sets time triggers and workflow task due dates based on the date that the workflow time trigger’s action is executed. For example, if the task due date is "Rule Trigger Date plus 10 days" and the time trigger is executed on January 1, Salesforce sets the task due date to January 11.
            Status Choose a status for the task.
            Priority Choose a priority for the task.
            Comments Enter comments for the task.

            Notice that all your tasks include a Created By field. For tasks, this field contains the name of the person who saved the record that triggered the rule to assign the task.

            Tasks don't trigger task-based workflow rules if they’re created automatically, such as by clicking the Send An Email button or by using the Email to Salesforce BCC address field.

            See Also

             
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