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.
Required Editions
| Available in: Salesforce Classic, Lightning Experience, and all versions of the
Salesforce mobile app |
| Available in: All editions except Personal |
- Start Using Tasks
Review some guidelines for using tasks, including helpful things to know, where to track tasks, and how task assignment works.
- Organizing and Completing Your Tasks with the To Do List
The To Do List is the place to see, sort, and organize your tasks across accounts, contacts, cadences, and other records. Use colors and labels, such as Urgent or New Business, to help identify what to tackle first. Flag and sort tasks that are most important, or see what’s due today, or find tasks that were overlooked. Apply filters to further refine the view to see what needs your attention first.
- Considerations for Using Tasks
When you use tasks, keep in mind these considerations for creating, updating, delegating, and managing your task items.
- Considerations for Using the To Do List
Keep these considerations in mind when working with the To Do List.
- Create Tasks in Bulk for Multiple People in Salesforce Classic
Assign up to 100 coworkers an independent copy of the same task. For example, you can create a task “Submit your expense reports” with the appropriate due date and assign it to a team of account executives.
- Disable Task Notifications in Salesforce Classic
Depending on your Salesforce settings, you may be able to control whether you receive a notification when someone creates or assigns you a task.
- Repeat a Task
Use repeating tasks to make a task recur a specified number of days after a trigger that you choose. The next task in the series is created only when the current task is due or marked completed. Repeating tasks are a streamlined alternative to regularly recurring tasks when you don’t have to get a task done on a specific day.
- Considerations for Closing and Reopening Tasks
Salesforce Classic differs from Lightning Experience and the Salesforce mobile app in the way it handles validation rules on tasks.
- Task Fields
Task records have standard fields for tracking and recording task details.
- 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.
