---
schema_version: "1"
id: 2ce2fd838ed312bf3cf95634f8eae0ab08bf2b35aa7158ab041e442ae868ef86
title: Sales | Create a To-Do
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/copilot_actions_ref_create_a_to_do.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_create_a_to_do.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c888dd05df144e5fe1ad2692085478a11f1f99495c7dd6e59f5ace5e760e8604
description: Create tasks for follow-up or assignments to complete, helping sellers manage their work efficiently.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Sales | Create a To-Do

Create tasks for follow-up or assignments to complete, helping sellers manage their work efficiently.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" id="d38453e71">User Permissions Needed</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d38453e74">&nbsp;</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d38453e71 d38453e74 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_actions_common_perms.htm&amp;type=5&amp;language=en_US" target="_blank">Common User Access for Standard Agent
                Actions</a>.</td>

          </tr>
        </tbody>
      </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">API Name</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">CreateAToDo</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">Standard Action</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Reference Action</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Create a To-Do</p>
              <p style="margin-bottom:0;">(createAToDo)</p>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">No</td>

          </tr>
        </tbody>
      </table>