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New Task button is not visible when selecting the Task Tab in Lightning Experience

Udgivelsesdato: Aug 23, 2023
Beskrivelse
After enabling Lightning Experience there is no button present to create a New Task when clicking on the Task tab on the Side Navigation Bar.
Løsning
With the new Lightning Experience the Task object now has its own dedicated Tab. If you find that the New Task button is not visible when clicking on this in the new User Interface you may need to add the button to the correct Activity Search Layout. To do this please use the following click path:

When using Setup in the Classic Interface

Customize > Activities > Activity Search Layouts > Edit (Activities List View)

From here check the New Task [New Task] check box and click Save. 

When using new Setup in Lightning Experience

Setup > Object Manager > Activity > List View Button Layout > Drop Down on List View (far right down arrow) > Edit

From here check the New Task [New Task] check box and click Save. 

After following the above steps you should now be able to see the New Task button when selecting Tasks from the Side Bar in Lightning Experience.
Vidensartikelnummer

000387864

 
Indlæser
Salesforce Help | Article