Define Tasks

A task is a unit of work to be completed by one or more people by a specific completion date. Creating tasks can be simplified by using task templates, which are groups of tasks.

Define Tasks

You define a task with a description, due date, and category. Each task has an owner, who oversees or is responsible for the task, and one or more assignees who perform the work.

You can associate tasks with a business object, such as an opportunity, a customer, or one or more external contacts. Tasks can also have notes for general information and attachments for tracking email or project documents.

Define Task Templates

Often, a process includes a set of tasks that users need to do repeatedly. To make repetitive tasks quicker and easier, you can define task templates that salespeople then use when working on a particular business object. The salesperson simply selects the appropriate task template for the process at hand, and the application creates the tasks and associates them with the business object being worked.

Note: You can modify the task object using Application Composer. For more information, see the Extending CX Sales and Fusion Service guide.