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Understanding the Features of a Task Record
Understanding the Features of a Task Record
D Clay Smith avatar
Written by D Clay Smith
Updated over a week ago

The task object contains a ton of features to help you manage and stay on top of your workload.

1. Account name, click to open the Account record

2. Task completion check box

3. Task Subject

4. Priority drop-down

5. Task type drop down (task types are customizable)

6. Task Description

7. Task items. Create/remove/reorder items required to complete the task. Items can be checked off as they are completed

8. Manually add more items here

9. Drop down calendar to select a calendar due date

10. Drop down a list of colleagues to select a task owner

11. If this task relates to a specific customer, select the relevant person from the drop down list

12. Upload/drag and drop related documents

13. History of activity relating to the task

14. New comments can be manually added to the task history here

15. Click the follow button to receive notifications relating to the task

16. Click to add colleagues to the 'follow' list for the task

17. Delete the task

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