Display a New Task page with key task fields shown first.
Required Editions
| Available in: Lightning Experience and all versions of the Salesforce mobile app |
| Available in: All editions except Personal |
| User Permissions Needed | |
|---|---|
| To enable simpler tasks in the Salesforce mobile app: | Customize Application and Modify All Data |
- From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings.
- Select Show simpler New Task form on mobile.
-
Click Submit.
This form doesn’t allow the creation of task reminders or recurring tasks, or the use of predefined subjects.
These hard-coded fields always appear in the Salesforce mobile app, no matter which fields are on the action page layout:
- Subject
- Comments
- Name
- Related To
- Due Date
If you use custom quick actions in publisher layouts used in the Salesforce mobile app, you must use the default Subject field, or the layout isn’t shown to mobile users.