Tasks
Use the Tasks page to create a task for youself or for other users.
To create a task, enter the following information:
- Subject. Enter the subject of the task.
- Due Date and Time. Optionally, click the Calendar icon and select the completion date for the task; enter the time in the adjoining box. If there is no specific deadline for the task, select the None box.
Enter the due date information if you want to add the task on your calendar to receive a reminder when it is due.
- Start Date and Time. Optionally, click the Calendar icon and select the start date for the task; enter the time in the adjoining box.
If there is no specific start date for the task, select the None box.
- Priority. From the drop-down list, select a priority that reflects the importance of completing the task.
- Assigned to. Click Select to select the individual who is the lead. By default, it is assigned to you.
- Status. From the drop-down list, select the current status of the task, such as Not Started, In Progress, and Completed.
- Account. Enter the name of the related account or click Select to search for one. Instead of an account, you can choose another related record such as an opportunity or contact from the drop-down list.
- Contact Name. Click Select to select a specific individual who is the contact for the task. By default, it is assigned to you.
- Description. Enter a brief description of the task.
Click Save to create the task; click Cancel to exit the page without creating the task.
To view a list of existing tasks on the Tasks Home page or to search for a specific task, click Tasks in the Shortcuts section.