Intro to Tasks
Tasks are the most useful of the Activities. When they are created they appear under “Open Activities” and once closed, under “Closed Activities”. To create one:
- Add a related activity (choose task)
- Give it a name
- A due date
- A priority
- Assign it to a specific user (it may or may not be you)
- Set a reminder and notification method if necessary
Tasks appear under the Related Lists tab and the module Record View, but they also have their own module (Activities), so there are a few different ways to see and manage tasks
