Overview of Tasks

Follow

The Tasks tab within an object is where you can add tasks that need to be completed to successfully execute a campaign, a program, a sales plan, a solution or an opportunity. 

From the Tasks Landing page, you can view all existing tasks for an object and/or click Add Task to add a new task to an object.

You can also filter the tasks by status, by priority and by other fields.

Click Display to select the columns that you want to see.

You can toggle between a list view and a table view.

tasks.gif

You can select a task and do any of the following actions without having to navigate to another page:

  • Assign the task
  • Set reminders
  • Clone a task
  • Change status and/or priority
  • Add or remove watchers
  • Archive a task
  • Add comments
  • Add attachments

Also See:

Attaching Files or Links to Tasks

Deleting a Task

0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.