---
schema_version: "1"
id: bb1d5a29aa781fe15f326952ca76f71e06096109bba6655a83651d1c0fbbd587
title: Set Up Tasks for Your Sales Reps
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/customizeactivities_taskoptions.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.customizeactivities_taskoptions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e64e6c2a697104ae04df9bd370be1c07797c3835c759ed384d7fc12b5e2133a8
description: Optimize the way your sales reps manage their work. Options differ for Lightning Experience, Salesforce Classic, and the Salesforce mobile app.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Set Up Tasks for Your Sales Reps

Optimize the way your sales reps manage their work. Options differ for Lightning Experience, Salesforce Classic, and the Salesforce mobile app.

### 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: Salesforce Classic, Lightning Experience, and all versions of the Salesforce mobile app</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>All</strong> editions except <strong>Personal</strong></td></tr></tbody></table>

- **[Enable Recurring Tasks](https://help.salesforce.com/s/articleView?id=sales.tasks_enable_recurring_tasks.htm&release=264.0.0&type=5)**  
    Let users create tasks that repeat at a specified interval. If you disable this setting, users can still edit the interval of an existing recurring task, but they can’t create more recurring tasks.
- **[Enable Task Notifications](https://help.salesforce.com/s/articleView?id=sales.tasks_notifications.htm&release=264.0.0&type=5)**  
    Let users receive notifications and reminders for tasks.
- **[Enable Simpler Task Form in the Salesforce Mobile App](https://help.salesforce.com/s/articleView?id=sales.tasks_enable_simple_task_form.htm&release=264.0.0&type=5)**  
    Display a New Task page with key task fields shown first.
- **[Customize the Fields that Display on Tasks in the Activity Timeline](https://help.salesforce.com/s/articleView?id=sales.tasks_customize_fields.htm&release=264.0.0&type=5)**  
    To customize the display and order of fields for items in the task list, create and customize the compact layout for tasks.
- **[Enable Group Tasks in Salesforce Classic](https://help.salesforce.com/s/articleView?id=sales.tasks_enable_group_tasks.htm&release=264.0.0&type=5)**  
    In Salesforce Classic, let users assign independent copies of a new task to multiple users.
- **[Customize Task List Actions](https://help.salesforce.com/s/articleView?id=sales.tasks_customize_actions.htm&release=264.0.0&type=5)**  
    To customize the buttons that appear next to task lists, like the one on the Tasks tab, update the Tasks page layout.

#### See Also

- [Tasks](https://help.salesforce.com/s/articleView?id=sales.tasks.htm&release=264.0.0&type=5 "Keep your to-do list in Salesforce and stay right on top of your deals and accounts. Easily relate every task to records for leads, contacts, campaigns, contracts, and other information that you need. Salesforce gives you different tools to maximize productivity—quick ways to create and update tasks, prefiltered task lists, and task notification options.")
- [Start Using Tasks](https://help.salesforce.com/s/articleView?id=sales.creating_tasks.htm&release=264.0.0&type=5 "Review some guidelines for using tasks, including helpful things to know, where to track tasks, and how task assignment works.")
- [Customization Options for Events and Calendars](https://help.salesforce.com/s/articleView?id=sales.customizeactivities_eventcaloptions.htm&release=264.0.0&type=5 "Get a brief overview of all options for customizing how sales reps manage their meetings and scheduling. Options differ for Lightning Experience, Salesforce Classic, and the Salesforce mobile app.")
- [Customize Buttons on the Tabbed Activity Composer](https://help.salesforce.com/s/articleView?id=sales.activitytimeline_configure_call_task_event_tabs.htm&release=264.0.0&type=5 "If your page layouts have been customized and you don’t see the Log a Call, New Event, New Task, or Send an Email buttons on the tabbed activity composer, you can add them. Just add the appropriate buttons to the Salesforce Mobile and Lightning Experience Actions section of page layouts.")