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Seller-Focused Mobile Experience
Manage Seller-Focused Mobile Experience To Dos

Manage Seller-Focused Mobile Experience To Dos

The To Dos card keeps you focused on your next tasks, Learn how to create, manage, and complete them.

Required Editions

Available in: Salesforce Mobile App for Android and iOS on phones and tablets in all editions, except Database.com.
User Permissions Needed
To use Seller-Focused Mobile Experience Salesforce Mobile App: Native Seller Experience

See the most time-dependent tasks in the To Dos card in Home. To filter the results you see in the card, tap Due Today, Overdue, or All.

The To-Do card on the home screen

Tapping the checkbox next to a task marks it complete.

Swiping the task to the left reveals options.

The options when you swipe left on a To-Do item.

To log a call, or create a task or event, tap the three dots.

To see all of your tasks and access other options, tap View Tasks on the To Do card on the home screen.

View all todo options

To create a to do item, tap the plus (1). (2) Search, (3) sort, or (4) filter your items.

To-do record detail

To see details, mark a task as done, edit, create another task, delete, or view the full record, tap a to do item.

 
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