Create a Task

Just as with appointments, you can create tasks from an account, an opportunity, a lead, or a contact you're viewing. Or you can create them from the home page and from the Activities work area.

Creating tasks from a record automatically associates the task with the record where you're creating it. When you create the task in the Activities work area, you can associate it with one or more of the following: an account, an opportunity, a lead, or a contact. The task you create shows up the list of activities for the records you associate. When you create a task, you become its owner. If you want to assign the task to someone else, you must add that person as a resource and then reassign ownership.

Create the Task from an Account, an Opportunity, a Lead, or a Contact

1. Navigate to the appropriate work area landing page and find the record. You have two options:

   • Create the task from the landing page: Select the record (callout 1 in the screenshot) and click Create Task (callout 2).

     

   • Drill into the individual record overview and enter "create" in the Action Bar and select the Create Task action from there.

2. Enter the basic details about the task.

3. You can receive a reminder using the Notifications feature by selecting a time interval in the Set Reminder field.

4. Click Task Details and add any additional contacts and resources to the task.

   Note: If you're creating a task for someone else, then add them as an additional resource.

5. You can make another resource the owner or remove a resource using the Actions menu (vertical three dots) next to their name.

6. Save your task.

   The task appears on the Activities page and the resources you added are notified. Contacts aren't notified. You can now edit the task:

   • Associate another record. For example, if you created the task for a contact, you can add the account.

   • Add more resources.

   • Reassign ownership.

Create the Task from the Activities Work Area

To create an appointment from the Activities work area list:

1. Navigate to the Activities work area.

2. Click in the search field and select Create Task.

3. Enter the basic details about the task.

4. You can associate the task to an opportunity, a lead, an account, or a contact. The task then appears in the activities for the records you select. If you don't associate the task with any record, then the stand-alone task is visible in the Activities work area and from the Sales Dashboard for the resources associated to it.

   • To associate a lead, opportunity, or account, click in the appropriate field and search for them.

   • To associate the task to a contact, open Task Details and add the contact there.

     Adding a contact merely tracks the task in the contact activities. Contacts don't receive notifications about the tasks you create.

5. In Task Details, add additional resources and contacts.

   Note: If you're creating a task for someone else, then add them as an additional resource.

6. You can make another resource the owner or remove a resource using the Actions menu (vertical three dots) next to their name.

7. Save.