Create, update, and monitor your own tasks, tasks delegated to others, and tasks on an opportunity, a lead, an account, or a contact. Use the Home page, the task list, or the activity timeline. You can also track tasks in reports.
|Available in Lightning Experience in: Developer, Enterprise, Group, Performance, Professional, and Unlimited Editions|
|To create tasks||“Edit Tasks”|
Use Tasks in Lightning Experience to Boost Sales Productivity
On the Home page, Today’s Tasks shows your next five tasks due today.
In the Kanban view for opportunities, cards show alerts when a task is overdue or when no open activities exist. To create or update a task, click the yellow triangle.
On an individual opportunity, lead, account, or contact, use the composer and the activity timeline to create and work with tasks, meetings, calls, and emails.
Use the task list to work with tasks due today, all your open tasks, overdue tasks, and tasks completed in the past seven days. In the navigation menu, go to Tasks and choose a view.
To keep recently overdue tasks (due in the past 30 days) on your radar but out of your way, My Tasks collapses them when they total 10 or more. All Overdue includes all overdue tasks. Delegated displays tasks that you’ve created and assigned to people below you in the role hierarchy of your Salesforce org.
You can also use activities reports to view tasks assigned to people below you in the role hierarchy of your Salesforce org.
You can remove a contact or a record from a task without deleting the task. For example, suppose that a task is related to Contact A and Contact B, and you want to relate it only to Contact A. Instead of deleting the task, remove Contact B from the Name