To customize the buttons that appear next to task lists, like the one
on the Tasks tab, update the Tasks page layout.
Required Editions
| Available in: Salesforce Classic, Lightning Experience, and all versions of the
Salesforce mobile app |
| Available in: All editions except Personal |
| User Permissions
Needed |
| To customize task actions: |
Customize Application |
-
View the page layout for Tasks.
-
Drag and drop buttons into the Salesforce Mobile and Lightning Experience Actions
section.
-
Click Save.
