Support Center

Creating Tasks

Last Updated: Aug 03, 2017 11:35AM CDT

Track the tasks you perform, such as making phone calls or sending email.

  1. To create a task click New from the My Tasks section of the Home tab.
  2. If you have an option to select a task record type, choose one from the drop-down list and click Continue.
  3. Enter the task details.
    • ​​Assigned To: Assigned owner of a task. By default, the task is assigned to the creator. To assign the task to another user, enter a user’s name or select a user with the lookup icon. To assign independent copies of a new task to multiple users, see Creating Group Tasks.
    • Subject: Subject of a task; for example, “Email an invoice to a member.” You can enter a subject or select from a picklist of previously defined subjects.
    • Due Date (optional): Date when the task is due to be completed. You can enter a date or choose a date from the calendar that displays when you put your cursor in the field.
    • Comments (optional): A description of the task.
    • Related To (optional). Record that the task is related to, such as an Account or an Invoice. This field is available when you relate the task to a Contact.
    • Name (optional). Contact related to the task. You can enter the name of the person or use the lookup icon to select the name. If you use Shared Activities, you can relate up to 50 contacts to the task. 
  4. If Spell Checker is enabled for your organization, click Check Spelling to spell-check the contents of the Comments field. 
  5. To attach files, click Attach File on the Attachments related list. If you don’t see this related list, you may need to first ask your administrator to add it to the task page layout. For recurring tasks, the attachment is added to the series of tasks. Each occurrence of the recurring task can also have its own unique set of attachments. Sending a notification email also sends the attachment. Attachments to an activity display on the activity detail page but not on the related contact detail page. This applies to Shared Activities and non-Shared Activities.
  6. Specify the Status and Priority of the task.
  7. Select the Send Notification Email checkbox to send a notification email to the task’s assignee when you save the task. To save the current state of the checkbox as your personal default, select Make this the default setting.
  8. For non-Shared Activities tasks, you can create a recurring task.
  9. Select the Create Recurring Series of Tasks check box.
    • ​​The Due Date field is disabled because not all recurring tasks have the same due dates.
    • Select the frequency of recurrence.
    • Note: Depending on the type of series you are creating, the maximum number of occurrences is as follows: Daily: 100, Weekly: 53, Monthly: 60, Yearly: 10
    • Set the Start date and End date. Click Calculate max end date to automatically set the maximum end date allowed based on the frequency you selected.
    • Optionally, set a reminder on the task. If you’re creating a recurring task, the reminder applies to each occurrence in the task series.
    • Click SaveSave & New Task or Save & New Event.

If a new task is related to a record such as an aAcount, or a custom object, the task appears in the feed for that record.

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