Use tasks to set deadline reminders, manage records, and organize your work week.
The task reminder field is where the magic happens. You can elect to receive notifications as a task’s deadline approaches or when the task is overdue, which helps you prioritize work. Create a task reminder to customize a slide deck two days before delivering a pitch. Or give yourself a heads-up two hours before you promised to update a customer on their support case. Reminders ensure that deadlines never slip through the cracks.
Tasks can be one-time or recurring. A recurring task can come in handy for a monthly account outreach or a daily reminder to follow up on a high-risk support case.
As an individual contributor, you lean on tasks for two reasons:
- Manage standalone to-do list items: Set a weekly to-do list item to review a pipeline. Add a reminder to check case updates.
- Manage specific records: Set a task to take action on a lead, contact, campaign, or contract.
You have four options to manage tasks:
- List Views: Want to know today’s priorities? Check Tasks Due Today and Overdue Tasks in the Tasks object when you start your shift.
- Split View in the Service Console: Want to see task details from the list view? Open your list of Tasks Due Today or Overdue Tasks in split view, and then open individual tasks without losing sight of the full list.
- Kanban board or sprint wall: Need to know the status of your to-do list items or those of your whole team? Use your kanban board or sprint wall to monitor tasks that are new, in progress, on hold, or completed.
- Mobile App: Travel for work? Stay organized by viewing and managing tasks on your mobile phone.