how to find my tasks in salesforce

You can also find and manage Tasks in the following ways:

• In the Tasks tab
• On the Homepage using a Contact View (this method will show up to 5 tasks)
• Through Records via the Activity Timeline (Salesforce Lightning) or Activity Related Lists (Salesforce Classic)
• In a Kanban View for Opportunities
• In Activities Reports
• In Activities List View
• In Calendar List View

Full Answer

What is a task in Salesforce?

A Task in Salesforce is an activity helps keep ups the to-do list and assign, track, and filter tasks lists and notifications of an organization that needs to be worked on. A task may not have any specific time period or time duration for completion.

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.

How do I view tasks and events in Salesforce classic?

By default, Salesforce Classic does not offer a Tasks, Events, or Activities tab. You can access the list views by clicking the Activity List View button below your calendar on the Home tab, or by going directly to the following URLs: Note: On the URL above, "orgdomain" would have to be replaced by the organization's instance or domain.

How do I see how many open tasks my team has completed?

Create an All Open Tasks report to see how many open tasks your team must complete by a certain date, week, or month. You can compare these numbers weeks over week to see improvements or declines in productivity. Click New Report.

How do I see other tasks in Salesforce?

How do I view other users' tasks? Try for the report titled "Tasks & Events" in the Reports Tab, New Report button. Depending on your sharing settings, you can view All Tasks & Events to show all of them and then group / sort at your leisure.

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.

Where do we find events and tasks in lightning experience?

Click the Tasks tab, or click View All from the Today's Tasks list on the Lightning Experience Home page.

What are Salesforce tasks?

Tasks in Salesforce provides to-do items that needs to be completed by a user to whom the task is assigned. Tasks can be easily related to leads, contacts, campaigns, contracts.

How do I set up tasks in Salesforce?

Set Up Tasks for Your Sales RepsEnable Recurring Tasks. ... Enable Task Notifications. ... Enable Simpler Task Form in the Salesforce Mobile App. ... Customize the Fields that Display on Tasks in the Activity Timeline. ... Enable Group Tasks in Salesforce Classic. ... Customize Task List Actions.

What are tasks in Salesforce lightning?

Tasks tab—Shows task list views, including tasks due today, all your open tasks, overdue tasks, and tasks recently completed. Home page—A filterable compact view of up to five tasks. Records—To view and edit tasks, use the activity timeline in Lightning Experience or the activity related lists in Salesforce Classic.

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.

What are open tasks in Salesforce?

Open Tasks have a due date within the last 30 days. Is that task from beyond a month ago? If it is, it will only show up under overdue tasks. To better understand your views, you should open up your list filters.

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 create a task report in Salesforce?

Build an "All Open Tasks" ReportNavigate to the Reports tab.Click New Report.Select Tasks & Event for the report type.Click Filters.Apply the following filters: ... Save your changes.Give your report a name and choose whether to make it public or private. ... Save your changes.

How do I update tasks in Salesforce?

Go to your Activities views or the Tasks Object in the App Launcher. Select the activities list view you want to update. Click Mass Update. The fields you are able to update will all appear on this page.

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.

Create a Task in Salesforce

Before you can complete one-off actions via Tasks, you must create the Tasks to work out of. Follow these steps to create a task:

The Tasks List in Salesforce

Tasks that have not yet been completed will display in this list view. Tasks are ordered by Due Date with overdue Tasks appearing at the top of the list.

Complete a Task in Salesforce

When you are ready to complete a task, hover over the Task card and either a Call or Email button will display depending on the task type.

Task Actions

Mark Complete: If you reply to a threaded email chain outside of Salesforce or use a different phone line to complete a call, choose the option to 'Mark Complete which will complete the task and remove it from the Task view. Tasks marked complete will also sync to Salesforce as a completed activity.

Tasks and events in Salesforce

Tasks and events in Salesforce combined are known as Activities in Salesforce. Though they don’t have a separate tab as they are dependent on other objects.

How to create new tasks and events in Salesforce?

Let us look into the detailed video tutorial to create a task and event in salesforce as related to the objects created.