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Retail Execution at Your Fingertips
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            User Tasks

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            User Tasks

            To ensure that you don’t miss either a to-do or personal action, create a user task record. You can create a task, view and filter a list of assigned tasks, and change the status of a task.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled.

            You can filter a task list depending on your requirement. The filter options for user tasks are:

            • Delegated Tasks
            • Open Tasks
            • Overdue Tasks
            • Recently Completed Tasks
            • Recently Viewed
            • Recurring Tasks
            • Today's Tasks
            • Unscheduled Tasks
            • Create User Tasks
              For personal tasks and to-do lists that must be completed before a due date, create user task records. Supervisors can create user tasks, and then assign those tasks to their reps. Reps can create user tasks for themselves. A supervisor can monitor a rep’s task and track its status.
            • Create User Notifications
              Create notifications to communicate important information to your reps. For example, topics to discuss during the next team meeting.
             
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