Keep your to-do list in Salesforce and stay right on top of your deals and accounts. Easily relate every task to records for leads, contacts, campaigns, contracts, and other information that you need. Salesforce gives you different tools to maximize productivity—quick ways to create and update tasks, prefiltered task lists, and task notification options.
Manage Tasks In Salesforce, tasks are a powerful tool to help you track your work and close deals. Relate them to opportunities, leads, accounts, and contacts, and manage them on those records, in lists, and in reports.
Considerations for Using Tasks Salesforce always displays a task’s due date in the time zone you’ve chosen in My Settings. Your Salesforce admin can add conditions for closing a task, such as requiring you to enter a comment. If your Salesforce admin has set up more than one Closed or Open status for tasks, choose a status to continue. Working with tasks is different in Lightning Experience and Salesforce Classic.
Repeat a Task Easily adjust the due date of a recurring task, or cut the clutter of recurring tasks in your future task list. Use repeating tasks to make a task recur a specified number of days after a trigger that you choose. The next task in the series is created only when the current task is due or marked completed. Repeating tasks are a streamlined alternative to regularly recurring tasks when you don’t have to get a task done on a specific day.