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Sales Productivity
Organizing and Completing Your Tasks with the To Do List

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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.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, Unlimited, and Performance Editions

These types of tasks are included in the To Do List.

  • Tasks
  • Tasks from cadences and quick cadences
  • Flow Orchestration work items

The To Do List lets you work with your tasks in several ways.

  • Complete tasks directly from the To Do List.
  • Add custom labels to tasks.
  • Filter and group tasks by due date, label, cadence, and color.
  • Reorder tasks by dragging.
  • Search for specific items. Search doesn't include work items from flows.
The To Do LIst

Open the To Do List from the utility bar in the lower portion of the page.

If you don’t see the To Do List in the utility bar, ask your Salesforce admin to add it.

 
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