Create User Tasks

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.

Required Editions

Available in: Lightning Experience in Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled.

User Permissions Needed
To create tasks:	CGCloud Supervisor OR CGCloud Retail Supervisor User AND CGCloud Retail User OR CGCloud Sales User OR CGCloud Retail Sales User AND CGCloud Retail User

Note The first sync of the day removes a task if a supervisor or admin changes the task status to Closed, Completed, or Canceled in Salesforce. Regular syncs don't update task status if it's already in a final state.

To create a task:

1. From the Tasks Overview, tap Add Task.
2. To select a user, tap User.
3. Enter a description.
4. Select a date.
5. Tap Create.