How to Create Recurring Series of Tasks in Lightning Experience and Salesforce Classic
- From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings.
- Select Enable Creation of Recurring Tasks.
- Click Submit.
- Add the Create Recurring Series of Tasks field to the Task Detail section of your org’s Task page layouts.
- From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings.
- Select Enable Creation of Recurring Tasks.
- Click Submit.
How do I enable recurring tasks in Salesforce lightning experience?
Salesforce Lightning Experience: Enable Recurring Tasks in Lightning Experience and the Salesforce Mobile App Steps to enable in Lightning Experience, 1) From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings. 2) Select Enable Creation of Recurring Tasks.
How do I delete a series in Salesforce Lightning?
In Lightning, go to Setup > Edit Object and Fields > Object Manager > Task Under Page Layout section > Click into Task Layout Make sure that ‘Delete Series’ & ‘View Series’ is displaying under ‘Salesforce 1 and Lightning Experience Actions’
How to create recurring tasks?
In Task Page Layout, make sure to display the following fields: Create Recurring Series of Tasks, Recurrence Interval and Repeat This Task. Once above is enabled, you will be able to create recurring tasks.
How do activity reminders and notifications in Salesforce classic work with archived activities?
Activity Reminders and Notifications in Salesforce Classic Work with Archived Activities Enable Shared Activities Report on Contacts Related to Activities Activity Timeline Customization Considerations Respond to Event Invitations Sent from Salesforce Classic Activity Reminders and Notifications Report on Activities Related to Other Records
How do I create a recurring task?
Create a recurring task Click Task, click the bottom part of the Task button and then click Recurring Task. In the Task Name box, type the recurring task's name. In the Duration box, add the duration of each occurrence of the task. In the Recurrence pattern section, click Daily, Weekly, Monthly, or Yearly.
What is a recurring task in Salesforce?
Recurrence task is a task created repeatedly until the criteria specified is met. It is used to create a repeating task when the current task is marked as completed or overdue. In Salesforce, we have an inbuilt feature to create recurring tasks when the previous task is closed.
What is enable creation of recurring tasks?
Let users create tasks that repeat at a specified interval. If you disable this setting, users can still edit the interval of an existing recurring task, but they can't create more recurring tasks.
How do I repeat an event in Salesforce?
In Lightning Experience, from the Fields section in the page layout editor, drag Repeat into the desired area of your event.
How do I set a reminder in Salesforce lightning?
Activity Reminders and Notifications in Salesforce Lightning...From your personal settings, enter Reminders in the Quick Find box, then select Activity Reminders.Change the settings as desired.
What is recurrence interval in task Salesforce?
RECURRENCEINTERVAL is how often the Recurrence happens. This is a number field and would show how many times the Activity will repeat. Example: 1 would mean the Activity would repeat once. RECURRENCEDAYOFWEEKMASK - The day or days of the week on which the task repeats.
How do I delete a recurring event in Salesforce lightning?
Steps to delete an entire Event series in LightningAccess the first occurrence of the recurring event that was created in Lightning Experience via the calendar or the Events list view.On the Event detail page, click on the Delete button.Click on the Delete All Following button.
How are recurring tasks displayed in the task list?
How are recurring tasks displayed in the task list? With an emailed task request. How are you notified that a Task has been assigned to you by someone else?
How do I schedule a recurring task in Outlook?
How to Repeat Outlook TasksSet a reminder for the first occurrence of the task.Pick Recurrence from the Task tab.Define the Task Recurrence pattern such as the 1st day of the month or every Wednesday.Choose OK and Save & Close to complete the task.
How do I create a calendar in Salesforce lightning?
Required EditionsStart creating a calendar.Choose an object to base the calendar on.Select fields that determine what the calendar displays (1, 2, 3). If you want, filter the calendar items by selecting a list view (4). The calendar displays items differently depending on the date fields you select. (Date) Fields.
How should a sales rep create an all day event in Salesforce?
Start Time and End Time fields change when 'All Day Event' box is selectedNavigate to the Event creation screen. ... Set the time values to something different, such as 5:00pm and 6:00pm respectively.Check the All Day Event box. ... Uncheck the All Day Event box. ... Check the All Day Event box again, and save the Event record.More items...
Can you color code Salesforce calendar?
Can I color code by calendar instead of by a field? Yes, if there is no field mapped to "status", items will take their color from the calendar.