Enable Simpler Task Form in the Salesforce Mobile App
Display a New Task page with key task fields shown first.
Required Editions
Available in: Lightning Experience and all versions of the Salesforce mobile
app
Available in: All editions except Personal
User Permissions Needed
To enable simpler tasks in the Salesforce mobile app:
Customize Application and Modify All Data
From Setup, enter Activity Settings in the Quick
Find box, then select Activity Settings.
Select Show simpler New Task form on mobile.
Click Submit.
This form doesn’t allow the creation of task reminders or recurring tasks, or the use of
predefined subjects.
These hard-coded fields always appear in the Salesforce mobile app, no matter which fields are
on the action page layout:
Subject
Comments
Name
Related To
Due Date
If you use custom quick actions in publisher layouts used in the Salesforce mobile app, you
must use the default Subject field, or the layout isn’t shown to mobile users.
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