Tasks
Use the Tasks page to create a task for youself or for other users.
When you create a task, you must enter required information such as the subject, priority, status, and the team that is allowed to view the meeting information.
- To indicate the item record to which the task is related select the item, such as an Account or Opportunity, from the drop-down list and enter the record name in the adjoining field. To select the record from the Item list, click Select.
- By default, the task is assigned to you. To assign it to a different user, click Select and choose the user from the Users List.
- To save the task information, click Save.
- To exit the page without creating the task, click Cancel.
- To view a list of existing tasks on the Tasks Home page or to search for a specific task, click Tasks in the Shortcuts section.
- The Task List displays information such as the subject, contact, the related item, due date, team and user for each task. To view the details of a task, contact, or related item, click the appropriate Subject, Contact, and Related To link. From the detail page, you can edit, duplicate, or delete the information.