Loading

Access the Tasks and Events list views

Veröffentlichungsdatum: Oct 13, 2022
Beschreibung

As a best practice, Tasks and Events are available through several locations:
 

  • In Salesforce Classic:
    • View the Activities related lists on the associated records.
    • Scroll to the My Tasks component on the Home tab.
    • Click on a specific date on the Calendar on the Home tab.
 
  • In Lightning Experience:
    • View the Activity Timeline on the associated records.
    • Click the Calendar tab from the app menu.
    • View the Today's Tasks and Today's Events components on the Home tab.

If these views do not provide the level of information necessary, it is possible to view Tasks and Events using a list view or separate tab.

 

 

Lösung

 

In Salesforce Classic

By default, Salesforce Classic does not offer a Tasks, Events, or Activities tab. You can access the list views by clicking the Activity List View button below your calendar on the Home tab, or by going directly to the following URLs:
 
  • Activities: https://orgdomain.salesforce.com/007
  • Tasks: https://orgdomain.salesforce.com/00T
  • Events: https://orgdomain.salesforce.com/00U

Note: On the URL above, "orgdomain" would have to be replaced by the organization's instance or domain.
 

In Lightning Experience

Tasks:

  1. Click the App Launcher menu, and enter Tasks in the search box that appears in the popup modal.
  2. Click on Tasks.
  3. You will be taken to a list of Tasks. On the right of the currently selected list view, you will see a link Create New View.
  4. Now your new view displays in Lightning Experience UI.

Events:
  1. Click the App Launcher menu.
  2. Search for Calendar.
  3. Look for the calendar icon, then select Table (it will load to 'Recently Viewed' Events page).
  4. Click on the gear icon within the Events page.
  5. Click on New to create a custom Event list view.


How to Video: How to Access & Create Tasks and Events List Views

Nummer des Knowledge-Artikels

000385406

 
Laden
Salesforce Help | Article