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Find Tasks Assigned to a Specific User in Agentforce Operations

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Find Tasks Assigned to a Specific User in Agentforce Operations

Filter the workflow list or task views to find tasks assigned to a specific person, team, or role in Agentforce Operations.

Required Editions

License Required

This feature is a workspace that’s external to your Salesforce org and requires an Agentforce Operations license.

To purchase an Agentforce Operations license, contact your Salesforce account executive.

You can find tasks assigned to a specific user by filtering the Home page workflow list or by viewing a user's profile in People & Teams.

Find Tasks by Assignee on the Home Page

Filter workflows on the Home page to show tasks assigned to a specific person, team, or role in Agentforce Operations.

  1. In the navigation sidebar, click Home.
  2. Click Filter and select Assigned to.
  3. Search for and select the user, team, or role whose tasks you want to find.
    The workflow list updates to show workflows that contain tasks assigned to the selected person, team, or role.

Find Tasks from a User's Profile

View all tasks assigned to a specific user from their profile in People & Teams in Agentforce Operations.

  1. In the navigation sidebar, click People & Teams and then click People.
  2. Click the user's name to open their profile.
  3. Click the Tasks tab.
    All tasks currently assigned to that user are displayed.

From the Tasks tab, you can select tasks and update assignees, CC recipients, or due dates in bulk. See the Bulk Edit Tasks from a User's Profile section in Bulk Edit Tasks in Agentforce Operations.

 
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