To ensure that you don’t miss either a to-do or personal action, create a user task
record. You can create a task, view and filter a list of assigned tasks, and change the status
of a task.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and
Unlimited Editions that have Consumer Goods Cloud enabled.
|
You can filter a task list depending on your requirement. The filter options for user tasks
are:
- Delegated Tasks
- Open Tasks
- Overdue Tasks
- Recently Completed Tasks
- Recently Viewed
- Recurring Tasks
- Today's Tasks
- Unscheduled Tasks
- Create User Tasks
For personal tasks and to-do lists that must be completed before a due date, create user task records. Supervisors can create user tasks, and then assign those tasks to their reps. Reps can create user tasks for themselves. A supervisor can monitor a rep’s task and track its status.
- Create User Notifications
Create notifications to communicate important information to your reps. For example, topics to discuss during the next team meeting.
