---
schema_version: "1"
id: 35d9204dc5818f7917901b007b45706695e818850e2633e8baad7f9c84c8e355
title: Tasks
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_concept_user_tasks.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_concept_user_tasks.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c499806e284ca1b1f6c72f4118e275ca5d065fad332eb4ce9119b145c652f9f1
description: Tasks are activities that must be completed before a due date. Sales reps can create tasks by using templates. They can see all existing tasks on the Task Overview card of the main menu. Sales reps can specify a due date for the task and associate a user with the task. They can use multiple options to filter search results and copy a customer task.
products:
  - Consumer Goods
release: "264"
---
# Tasks

Tasks are activities that must be completed before a due date. Sales reps can create tasks by using templates. They can see all existing tasks on the Task Overview card of the main menu. Sales reps can specify a due date for the task and associate a user with the task. They can use multiple options to filter search results and copy a customer task.

### 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 in <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled</td></tr></tbody></table>

In the Consumer Goods Cloud offline mobile app, you can work with tasks as a sales rep or supervisor.

- As a sales rep, you can access, review, edit, release, complete, or cancel tasks that either you created or are assigned to you. You can’t edit tasks whose status is either Completed or Canceled. The edited tasks are saved automatically.
- As a supervisor, you can access the reports of your team based on your org unit hierarchy. You can create tasks for your sales reps, and then release the tasks for assignment to the reps. The Responsible field on the Tasks screen shows your name at first. When you release a task, the field shows the name of the sales rep whom you assigned the task to. To release a task, tap **Release** on the Tasks screen and sync your mobile device. After the sales rep syncs their device and refreshes the cockpit, they can see the new task in the mobile app.

- **[Create User Tasks](https://help.salesforce.com/s/articleView?id=ind.cg_task_user_create_tasks.htm&release=264.0.0&type=5)**  
    Track personal to-do lists or administrative actions in the Consumer Goods Cloud with user tasks. Unlike customer tasks, which relate to a specific account, use user tasks for non-customer activities to complete internal assignments by a specific due date and make sure that personal actions aren’t missed.
- **[Complete Tasks](https://help.salesforce.com/s/articleView?id=ind.cg_task_user_complete_tasks.htm&release=264.0.0&type=5)**  
    As a sales rep, you can complete a task only if the workflow assigned to your task allows you to do so. Either you or your team members can complete the tasks.