Manage Tasks

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

• From a Tasks Widget
• From the Tasks Tab

• As a Quick New Task
• By clicking [New Task]

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

Complete the Task Information

From an open Task record:

1. Provide the information described below.
   Note: Items marked with a green bar are required.
2. 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

Mark a Task as Complete

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

• Mark a task as complete from the Home Page Tasks Widget with the Checkmark icon
• Select a group of records in a page and Mark as Complete

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

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

• Mark a Task as Complete from the Tasks tab

1. Open the Tasks object
2. Locate and open Task of interest
3. Click the [Mark as Complete] button and complete the information in the Log Activity page
4. 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