Slaesforce FAQ

how to add comments to task in salesforce

by Dr. Eliane Denesik Published 2 years ago Updated 2 years ago
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How To Add Comments To A Task In Salesforce Lightning

  1. Welcome In this guide, we will learn how to add comments to a task in Salesforce Lightning
  2. Click on "Tasks"
  3. Click on "Edit Comments"
  4. You can edit comments from here
  5. Click "Save"
  6. Comments have been added successfully!

How To Add Comments To A Task In Salesforce Lightning
  1. Welcome. In this guide, we will learn how to add comments to a task in Salesforce Lightning.
  2. Click on "Tasks"
  3. Click on "Edit Comments"
  4. You can edit comments from here.
  5. Click "Save"
  6. Comments have been added successfully!

Full Answer

How do I add a comment field to a list?

Once added click the up and down arrow to position the field on the related list (Optional). Task ‘Comments’ field is a Long Text Area field which will have more than 255 characters, the formula ‘Note’ field will only show first 255 characters from the standard ‘Comment’ field.

Is it possible to add comments to activity history tasks?

Currently it is not standard functionality to allow the Comment section of the Tasks to show in the Activity History or the Open Activity related lists. As a workaround, you can create a custom field and use a workflow rule to populate that field with the comment information.

Can I create a custom field in object task in Salesforce?

I have a querstion about the creation of fields in salesforce. It's possible I create a custom field in object Task? If it's possible as I do? Thx for replies. Added to Inspita's comments. yes, you can add custom field to Task object.

Is it possible to add custom fields to a task?

ya this is possible you can create a custom fields in task objects . you can creates a custom fields in activity custom fields that will be vivible on tasks. Is there any limit on adding number of custom fields for task? You need to sign in to do that.

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How do you add a comment in Salesforce?

Click New on the Cases tab to create a case, or select an existing case and click Edit.Type your comments in Internal Comments .Optionally, select Send Customer Notification to email the contact on the case of your new public comment.Click Save.

Can you add fields to task object Salesforce?

yes, you can add custom field to Task object. You need to add those fields to Activity object. [Setup-->Customize-->Activity-->Activity Custom Object].

How do I customize tasks in Salesforce?

Customize the 'My Tasks' component on Home Page layoutsFrom your Classic Home page, click any Task to pull up the Task details.Click the List View icon.Copy the URL from your browser (it's going to be something like: https://instance.salesforce.com/007)Navigate to Setup | Customize | Home | Home Page Components.More items...

How do I comment in Salesforce lightning?

0:030:32How to add comments to a task in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipTo a task in Salesforce lightning log into Salesforce lightning an open sales application go toMoreTo a task in Salesforce lightning log into Salesforce lightning an open sales application go to tasks click on edit. Comments.

How do I create a custom field in tasks?

0:452:12How to Create Custom Fields for Tasks or Events | SalesforceYouTubeStart of suggested clipEnd of suggested clipClick the gear icon. And click setup on the top left click object manager type activity in the quickMoreClick the gear icon. And click setup on the top left click object manager type activity in the quick. Find click the activity label. On the left. Side click fields and relationships new in this

How do I create a custom object task?

Create an "Add Task" Quick Action on a Custom Object FollowNavigate to Setup > Object Manager > Locate your custom object. ... Click New Action.Create a Quick Action on the Task object. ... Click Save.More items...•

How do I edit task layout in Salesforce?

Click Setup | Build | Customize | Activities.Select Task Page Layouts or Event Page Layouts.Click Edit on the page layout to customize.

How do I update a task layout in Salesforce?

Required Editions and User PermissionsFrom Setup, at the top of the page, select Object Manager.Click Task.Click Compact Layouts.Click New. ... If you're creating a new compact layout, enter a name and label for it.Select the task fields you want to display on the activity timeline.Click Save.More items...

How do Salesforce tasks work?

0:094:27Use Tasks to Boost Sales Productivity (Lightning Experience) | SalesforceYouTubeStart of suggested clipEnd of suggested clipIn a split view you can see the whole list and the details of the tasks you have selected with tableMoreIn a split view you can see the whole list and the details of the tasks you have selected with table view each task is a row. In Kanban view each task is an item in a status column.

How do I comment out in Salesforce?

CommentsTo create a single line comment, use // . All characters on the same line to the right of the // are ignored by the parser. For example: ... To create a multiline comment, use /* and */ to demarcate the beginning and end of the comment block. For example:

How do I add comments in LWC component?

To preserve the performance of the existing components, we propose to introduce two options to enable comments:A new boolean attribute ( lwc:preserve-comments ) to the root template tag in the component template; false by default.A new compile option ( preserveHTMLComments ) in the template compiler; false by default.

How do you put a comment in HTML?

In HTML, a comment is text enclosed within < ! ╌ ╌> tags. This syntax tells the browser that they are comments and should not be rendered on the front end. Thanks to the comments tag, you can leave notes to remind yourself where you left off in the build process.

Out-of-the-Box Lightning Task Object Lacks Useful Comment Section Included in Classic Version

To add the Comment field into the Lightning Task Object for Lead / Account / Contact / Opportunity / Case or Custom records, please follow these steps:

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