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使用待办事项列表组织和完成任务
待办事项列表是查看、排序和组织客户、联系人、节奏和其他记录中的任务的地方。使用颜色和标签,例如紧急或新业务,以帮助确定首先要处理的事项。标记和排序最重要的任务,或查看今天到期的任务,或查找忽略的任务。应用筛选器,以进一步优化视图,以查看首先需要关注的内容。

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待办事项列表是查看、排序和组织客户、联系人、节奏和其他记录中的任务的地方。使用颜色和标签,例如紧急或新业务,以帮助确定首先要处理的事项。标记和排序最重要的任务,或查看今天到期的任务,或查找忽略的任务。应用筛选器,以进一步优化视图,以查看首先需要关注的内容。
| 适用于:Lightning Experience |
| 适用于:Professional、Enterprise、Unlimited 和 Performance Edition |
这些类型的任务包含在待办事项列表中。
待办事项列表允许您以多种方式处理任务。
从页面下部的实用程序栏中打开待办事项列表。
如果您在实用程序栏中没有看到待办事项列表,请让您的 Salesforce 管理员添加它。

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