Setup > type Task in Quick Find Box > under Activities find Task fields > Click on Type picklist > in Task Type Picklist Values > create new values and click on save Let us know if it helps March 13, 2017
How do I Mark a task as complete in Salesforce?
Or, click Mark Complete to mark the task complete. You can also mark tasks complete from any list view. Of course, tasks are also shown in the activity timeline for the record you are looking at, and you can edit them there too. Salesforce Classic includes a calendar to help remind you about appointments.
Is there a tasks tab in Salesforce classic?
There’s no Tasks tab in Salesforce Classic beyond the My Tasks list on the Home page. But sometimes you want to see what’s on your whole to-do list, not just what’s coming up for a particular contact or account. And wouldn’t it be nice to jump straight to your task lists from any page instead of always needing to navigate to the Home page?
What is the salesforce app navigation menu?
The Salesforce app navigation menu is that map. And it’s up to you to draw it for them. Help your mobile users get work done faster and more easily by configuring which items appear in the navigation menu and in which order. The icon in the header opens the navigation menu.
How do I edit an activity in Salesforce lightning experience?
From the activity row, click the dropdown arrow and editing options appear. Or, as you complete a task, click the checkbox to mark it complete. You can find many ways to use the activity timeline as you explore Lightning Experience. There’s no Tasks tab in Salesforce Classic beyond the My Tasks list on the Home page.
How do I change task layout in Salesforce?
Click the gear icon | Setup | Object Manager.Select Task or Event object.Click on Page Layouts.Select the page layout to customize.
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 manage Tasks in Salesforce?
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 set task types in Salesforce?
Add Custom Task TypesFrom the object management settings for Activity, go to Fields & Relationships.Click TaskType.In the Values section, click New.Add one or more picklist values in the text box. ... Select Care Plan Task so that the new values are associated with the TaskType picklist.Save your changes.More items...
How do I create a list view for tasks in Salesforce?
Click the App Launcher menu, and enter Tasks in the search box that appears in the popup modal.Click on Tasks.You will be taken to a list of Tasks. On the right of the currently selected list view, you will see a link Create New View.Now your new view displays in Lightning Experience UI.
Where is Activity tab in Salesforce?
In the calendar section on the home page, there are a number of icons that will display views of activities. The one highlighted takes you to a list view of activities. When you click that icon, you go to a activities page that has standard views that Salesforce has created for you.
Does Salesforce have a task manager?
Task Manager App gives Salesforce® users and their managers a way manage tasks - to see and prioritize all open Tasks of the selected user in a single tab. Task Management has never been so simple, you can easily browse through your important upcoming tasks and take action on the same.
What is the difference between Tasks and activities in Salesforce?
Activities is the term for both Tasks and Events. There is no "Activities" object, there is a "Task" and "Event" object in the API. You can think of Tasks and Events as "Types of Activities". In the UI these records for both objects show up in the "Open Activities" and "Activity History" related lists.
How do I enable Tasks and events in Salesforce?
To enable Shared Activities, enter Activity Settings in the Quick Find box, then select Activity Settings (1). Then, select Allow Users to Relate Multiple Contacts to Tasks and Events (2).
How do I change the activity type in Salesforce?
SetupNavigate to Salesforce.com and click on Setup in the top right corner.Click Customize.Click Activities.Click Task Fields.Click Type.You are now at the Task Type Picklist. Make sure there isn't a 'Default' selected.Make sure there's a Type value listed for Email, Call, and Reply.
What is task type in Salesforce?
Task Type is a Popular Classic Feature that can be Recreated in a Lightning Task Layout. There are two kinds of Tasks: Open and Closed. They both configured using the same User Interface layout tools in Salesforce but appear in two different places in the Task Layout when implemented.
How do I add activity type to Salesforce lightning?
In Salesforce LightningNavigate to Setup.Select the Object Manager tab at the top of the screen, then click the Activity label.From Activity, click Fields & Relationships, and then select the New button.Finally, begin configuring your New Custom Field.
Activity Timeline
When you look at a record in Salesforce Classic, such as a contact or opportunity, you use the Open Activity and Activity History related lists to stay on top of activities.
Recap the Latest Activities
Your colleague is out of the office, and you’re handling their accounts until they get back. When a client calls, how do you get up to speed on what’s been happening?
Find the Activities That Matter Most
If you’ve been working with an account, opportunity, or other record for any length of time, you probably have a mix of activities in the activity timeline. How do you find the details you’re looking for?
Tasks and Task Lists
There’s no Tasks tab in Salesforce Classic beyond the My Tasks list on the Home page.
Keep Your To-Dos Up to Date
Another great aspect of the task list is that while you see the list on the left, expanded details appear to the right for whichever task you have selected.
Calendar
Salesforce Classic includes a calendar to help remind you about appointments.
View Other Calendars
What’s especially helpful in Lightning Experience is how you can share your calendar and view your colleagues’ calendars from your calendar. Plus, you can add multiple calendars at the same time with user lists. If you don’t see user lists as a search category in the Add Calendars dialog box, ask your admin about setting up user list calendars.
About the Mobile Only App
The Mobile Only app is a navigation experience for the Salesforce mobile app. Admins customize the navigation menu for Mobile Only in Setup. Users see the navigation items when they tap Menu in the navigation bar. The first four items also appear in the navigation bar at the bottom of the screen.
Disable the Mobile Only App
The Mobile Only app helps users make a seamless transition to the new Salesforce mobile app. However, it might not make sense for your org if you’ve previously made Lightning apps available on mobile. You can disable the Mobile Only app by adding a connected app custom attribute.
Customize Navigation Items
You can include Visualforce pages, Lightning pages, and Lightning components. Make sure you’ve created tabs for those items first. To create a tab, from Setup, enter Tabs in the Quick Find box, and select Tabs.
