how to see all tasks in salesforce

Build an "All Open Tasks" Report.

• Navigate to the Reports tab.
• Click New Report.
• Select Tasks & Event for the report type.
• Click Filters.
• Apply the following filters:
  • Change the Show Me filter to All Activities to see all the activities created.
  • Change the Date filter to All Time. If you want to filter your report to see tasks based on a certain due date, change the Date filter. For example, ...
  • Change the Show filter to Tasks to see only open tasks.

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 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.

What are Salesforce activities?

Salesforce activities include standard objects like tasks, events, and calendars. These activities help Salesforce event monitoring, scheduling meetings, and prioritizing tasks and workforces.

How to track task history in Salesforce?

Task and Events belong to object Activities, so for task history it is Activity History. This feature is provided by salesforce it self. if you have enable allow history or tracking on any Task object then you can get track it easily. One more thing this is tracked in a related list.

How do I see all activity in Salesforce?

View Your User Activity in Marketing Cloud IntelligenceTo the right of the navigation bar, click the dropdown arrow, and click the Account Settings gear icon.In the account menu, select Account Analytics.Click the User Activity tab. ... Apply filters to change the data displayed on the page.

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 is the task tab in Salesforce?

0:402:52How to Access & Create Tasks and Events List Views | SalesforceYouTubeStart of suggested clipEnd of suggested clipYou can also see tasks and events on your home tab click on the home tab and scroll down to view theMoreYou can also see tasks and events on your home tab click on the home tab and scroll down to view the events and tasks that are scheduled for today.

How do I enable tasks and events in Salesforce?

Go to Reports and click the New Report button.Scroll down and type Tasks…Click Tasks and Events.Click Continue.Click the Filters tab.Click Show Me.Click All activities.Click Date.Click Custom.More items...•

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.

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 see assigned tasks in Salesforce?

If you access to tasks assigned to other users you can see them from the Activity List View. Click on the list icon below the Calendar on the home page. In the list views create a view to see the activities of all assignees.

How do I add tasks to Activity tab in Salesforce?

For this example we will use Event. Click on Page Layouts and then your current layout. Select Mobile & Lightning Actions from the list....Drag an action you want to add from the top section.Drag fields from the screen back to the top section to remove them.When done, click the Save button on the Action bar.

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.

What are tasks and events in Salesforce?

Tasks are a "point in time" (no duration) record of an activity, such as a logged call, a reminder, an email, etc... It can be in the future and they also have due dates and statuses (not started, completed, etc...). Events have a start and end time, which tasks do not.

What functionality is available for tasks in Salesforce?

Easily relate every task to records for leads, contacts, campaigns, contracts, and other information that you need. Salesforce gives you different tools to maximize productivity—quick ways to create and update tasks, prefiltered task lists, and task notification options.

How do I assign tasks in Salesforce?

Assign an existing activity to another UserClick Edit on the Task or Event.Enter an active User in the 'Assigned To' field.After saving, the User to which the activity is assigned will see the new activity on his or her calendar.

What is shared calendar?

Shared calendars make it easy to see when events overlap. For example, you can see when a coworker is busy to make sure she’s available for a day-long event that you need to schedule. When a coworker views your calendar, the details they can see are determined by the default access level.

Can you add multiple calendars at the same time?

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. Shared calendars make it easy to see when events overlap.

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.