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

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