Use this link to share with your colleagues:
How to Create a Task: https://help.pm.leapevent.tech/a/829687
Tasks are like to-do list items for you and your colleagues. For example, you can do things like:
- Attach a task to a Donation to let your donation officer they need to send a donation acknowledgment to the donor.
- Attach a task to a Contact to let your executive director know they should call that patron tomorrow.
When you or your colleagues are assigned tasks, you can opt to receive email notifications, or a heads up inside Salesforce, to help you stay on top of your tasks.
Let's go create a task!
1. Go to the record you want to associate with the task
This example uses a Contact, but you can also associate tasks with Accounts, Donations, or any other Object.
2. On the New Task tab in the Activity section, click "Add"
3. Fill out the task details and click "Save"
- The subject is internal - any user can see the subject line.
- By default, the task is assigned to you, but you can assign the task to another user in your organization as appropriate.
4. The task will appear in two places
4.1. On the Contact record in the Activity section
4.2. On the assigned user's Home screen below the dashboard components
If the task is due today and it is assigned to you, it will be listed under "Today's Tasks". Click "View All" to see all tasks assigned to any user.
5. To add comments to your task, click on the arrow to the right of the task on the Contact and select "Edit Comments"
Comments are optional, though they're incredibly useful! They can provide the assigned user with more details about what needs to be done and why.
If you'd like to be notified when someone assigns you a task, here are a couple ways to ensure that happens
The goal is to get a notification via the Bell icon in the upper right corner of your screen whenever someone assigns you a task
1. Click on the gear in the upper right corner of your screen and go to Setup
2. Click on the Object Manager tab, search "task", and click on Task
3. Go to the Page Layouts tab and click on an existing layout
4. Add the Reminder Set field to the Task Information section
Just click on the field in the palette and drag it over to the Task Information section!
5. Save your work
6. Click on the Home tab in Setup
7. Search "activity" and click on Activity Settings
8. Uncheck "Show simpler New Task form on mobile" and click "Submit"
The reason we're taking this step is because the New Task form on mobile doesn’t include the options for creating task notifications.
1. Click on your profile picture in the upper right hand corner, and click on the "Settings" link
2. Expand "Calendar & Reminders" and click "Activity Reminders"
3. Check "Email me when someone assigns me a task" and click "Save"
