Set Up Tasks for Your Sales Reps

Optimize the way your sales reps manage their work. Options differ for Lightning Experience, Salesforce Classic, and the Salesforce mobile app.

Available in: Salesforce Classic, Lightning Experience, and all versions of the Salesforce mobile app

Available in: All editions except Personal

Enable Recurring Tasks
Let users create tasks that repeat at a specified interval. If you disable this setting, users can still edit the interval of an existing recurring task, but they can’t create more recurring tasks.
Enable Task Notifications
Let users receive notifications and reminders for tasks.
Enable Simpler Task Form in the Salesforce Mobile App
Display a New Task page with key task fields shown first.
Customize the Fields that Display on Tasks in the Activity Timeline
To customize the display and order of fields for items in the task list, create and customize the compact layout for tasks.
Enable Group Tasks in Salesforce Classic
In Salesforce Classic, let users assign independent copies of a new task to multiple users.
Customize Task List Actions
To customize the buttons that appear next to task lists, like the one on the Tasks tab, update the Tasks page layout.

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