Keep your to-do list in Salesforce and stay right on top of
your deals and accounts. Easily relate every task to records for leads, contacts, campaigns,
contracts, and other information that you need. Salesforce gives you different tools to maximize
productivity—quick ways to create and update tasks, prefiltered task lists, and task notification
options.
Required Editions
Available in: Salesforce Classic,
Lightning Experience, and all versions of the Salesforce mobile app
Available in: All editions except Personal
Start Using Tasks Review some guidelines for using tasks, including helpful things to know, where to track tasks, and how task assignment works.
Organizing and Completing Your Tasks with the To Do List The To Do List is the place to see, sort, and organize your tasks across accounts, contacts, cadences, and other records. Use colors and labels, such as Urgent or New Business, to help identify what to tackle first. Flag and sort tasks that are most important, or see what’s due today, or find tasks that were overlooked. Apply filters to further refine the view to see what needs your attention first.
Considerations for Using Tasks When you use tasks, keep in mind these considerations for creating, updating, delegating, and managing your task items.
Create Tasks in Bulk for Multiple People in Salesforce Classic Assign up to 100 coworkers an independent copy of the same task. For example, you can create a task “Submit your expense reports” with the appropriate due date and assign it to a team of account executives.
Disable Task Notifications in Salesforce Classic Depending on your Salesforce settings, you may be able to control whether you receive a notification when someone creates or assigns you a task.
Repeat a Task Use repeating tasks to make a task recur a specified number of days after a trigger that you choose. The next task in the series is created only when the current task is due or marked completed. Repeating tasks are a streamlined alternative to regularly recurring tasks when you don’t have to get a task done on a specific day.
Task Fields Task records have standard fields for tracking and recording task details.
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.
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