how to edit task status salesforce

^{Add or Edit Task Status Values}

• From Setup, enter Task in the Quick Find box and select Task Fields.
• In the Task Standard Fields list, click Status.
• To add a value to the list, click New.
• Add one or more picklist values in the text box. Put each value on its own line
• Select Care Plan Task so that the new values are associated with the care plan.
• Click Save.
• To change the order in which the values display in the picklist, click Reorder.
• To specify a default value for the picklist, select the Default checkbox for that status.
• To select a value that closes the task, select the Closed checkbox for that status.

How do I track activities in Salesforce classic?

Guidelines for Tracking Activities Activity Reminders and Notifications Calendar Views Activity Timeline Settings Filters Report on Contacts Related to Activities Enable Roll Up of Activities to a Contact’s Primary Account Add Send an Email, Log a Call, New Event, and New Task Buttons to... Respond to Event Invitations Sent from Salesforce Classic

What are the activities reports in Salesforce?

Activities Reports Enable Shared Activities Create Tasks in Bulk for Multiple People in Salesforce Classic Activity Reminders and Notifications in Salesforce Lightning... Guidelines for Tracking Activities Activity Reminders and Notifications Calendar Views Activity Timeline Settings Filters Report on Contacts Related to Activities

How to integrate Einstein activity capture with Salesforce Lightning sync?

Move Your Settings from Lightning Sync to Einstein Activity Capture Access Migrated Configurations and Add Einstein Activity Capture... Prepare Salesforce for Lightning Sync Assign Einstein Activity Capture User Permissions Event Field Sync Manage Lightning Sync Users Security Measures Specific to Your Connection Method Manage Your Syncing Contacts

How to automatically set a lead’s status?

Automatically Set a Lead’s Status When a Step Is Completed Pausing and Resuming a Target in a Sales Cadence Using REST API Increase Sales Productivity with High Velocity Sales Add Leads, Contacts, or Person Accounts to Your Work Queue Prioritize Sales Outreach Based on Prospect Engagement View Prospect Engagement in the Work Queue

How do I add a status in Salesforce?

View the campaign you want to customize, and click 'Campaign Member Statuses' related list, then Click New to add New Status. Type the name of your new Status, then click Save. To change which status is the default, click Change Default Status. Then click the dropdown menu to choose the default status, then click Save.

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 mark a task complete in Salesforce?

ClassicClick the Task's Subject name to access the Task Record itself.Click the Edit button.Set the status to Completed.Click Save.

How do I enable tasks in Salesforce?

On the Open Activities related list, click New Task. *. On the Activity History related list, click Log a Call to add a task record with a status of Completed. Salesforce automatically relates the task to the record.

How do I assign tasks in Salesforce?

In Salesforce, you can assign calendar Events and Tasks to yourself and to other Users....Assign a new activity to another UserNavigate to the record you want to associate the Task to.Click New Task or New Event from the 'Open Activities' related list.Enter an active User in the 'Assigned To' field.

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 mark multiple tasks complete in Salesforce?

Open the 'Tasks' tab and create a new 'List View'. Modify the filters to only show the tasks you wish to close out. Then select all and change the status to 'Completed'.

Can you mass complete tasks in Salesforce?

A quick and easy way to complete activities individually or in mass can be created by adding the Closed checkbox field to the Open Activities related list. The checklist will display on each activity in the list. When you check the box, the activity will automatically be marked as closed.

How do I mass delete tasks in Salesforce?

You can mass delete tasks via the Mass Delete Tool or by running a report or export, then delete the records with the Data Loader....Delete records via the Mass Delete Tool:Navigate to Setup, enter Mass Delete Records in the Quick Find box, then select Mass Delete Records.Click Mass Delete Activities.More items...

How do I see my 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.

How do I add a task to an opportunity in Salesforce?

0:020:52How To Add A New Task Under Opportunity In Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipClick on new tasks. Click on add enter tasks subject select due date select contact if you do notMoreClick on new tasks. Click on add enter tasks subject select due date select contact if you do not have an account create one to continue this guide. Select stage click Save here is your task. Created.