How to Track Your Salesforce Tasks - dummies

By Tom Wong, Liz Kao, Matt Kaufman

On the Salesforce home page, you see a section entitled My Tasks, which displays tasks that you created for yourself or that have been assigned to you.

A task is an activity that you need to do, and it can have a due date. Unlike an event, however, a task doesn’t have a specific time and duration. For example, if you want to remind yourself to send a proposal, you typically create a task instead of scheduling an event.

From the My Tasks section (as shown in the figure), you can do the following:

  • Add a new task: Click the New button, and a New Task page appears in Edit mode.

  • Change task view: Use the drop-down list at the top right of the My Tasks section to select from a list of common task views. For example, select Overdue to see your open tasks that are past their respective due dates.

  • Review a task: Click a link in the Subject column to review a task. A task record appears with details.

  • Go to associated records: Click links in the Name or the Related To column.

  • Complete the task and enter any details before saving: Click the X link in the Complete column. You can also use this link to update a task, but if you haven’t completed the task, remember to adjust the Status field before you save it.

  • See more tasks: If you have several tasks in your list, the View More link appears at the bottom of the My Tasks section on the home page. Click it to see more tasks on the list. The Day View appears, and the My Tasks section appears in the right column.

    Reviewing the My Tasks section from the home page.
    Reviewing the My Tasks section from the home page.