Manage Tasks

A new task can be added in a variety of ways:

In the Related Information section of a Record
By choosing Create Follow-up Task from the Log Activity section of another task.

From an open Task record:

Provide the information described below.
Note: Items marked with a green bar are required.
Finish
- Click [Save] to save the task
- Click [Save & New] to save the current task and create a new one
- Click [Cancel] to stop the process without saving

Note:The fields in a task can be customized, and may be different from those listed here

Task Details:

Task Owner: By default, the task owner is the user who created the task; Optionally click the Lookup icon to select a different task owner; Learn more: Assign Task Owner
Subject: The name of the new task
Due Date: Enter or select a date by which to complete the task
Related To: Optionally choose an object and a record; This task will be related to that record
Contact: Optionally select a Contact for the task
Activity Type: Optionally choose an activity type
Priority: Optionally select the task priority
Status: Optionally set the task status
Percent Complete: Optionally specify how much of the task has already been completed.
Task Reminder: Optionally set a Task Reminder to send an email message to the Task Owner(s) prior to the due date
Notify Creator of Status Changes: If checked, sends an email message to the task creator if any of the task status fields change
Description: Optionally enter text that describes the task in more detail or include related information

Repeating Information:

Repeating Frequency: By default, the task does not repeat; Optionally, choose a recurrence pattern of: Every, Every Other, Every Third, or Every Fourth, then choose the recurrence period: Day, Week, Month or Year

End Date: If the task is repeating, enter an end date for the appointment or select a date using the calendar icon

Assign Multiple People section:

Additional Task Owners: Click the Lookup icon to locate and select users to invite; Optionally, click the Remove icon to remove a task owner from the list

After working on a task, mark it completed. There are several ways to to Mark a Task as Complete:

To mark a group of tasks as complete using the [More Actions] button:

Open the Tasks object
Select the check box(es) next to the records you want to include
Optionally, click the All heading to include all visible records, or click All and then deselect those records you want to exclude
Click the More Actions button and choose Mark Complete
In the Selected Records section, review the list of records
Click the [Complete] button

Open the Tasks object
Locate and open Task of interest
Click the [Mark as Complete] button and complete the information in the Log Activity page
Click Save to save the log call record, or click Save and New to save the current record and open a new Log Call page