How To Create A Task In Salesforce

How To Create A Task In Salesforce

1. Log In: Access your Salesforce account.
2. Navigate to the Home Page: Go to the main dashboard.
3. Select the 'Tasks' Tab: Find the 'Tasks' option in the menu.
4. Click on 'New Task': Start creating a new task.
5. Fill in Task Details: Enter the task name, due date, and priority.
6. Assign the Task: Choose who the task is for.
7. Add Related Records: Link the task to relevant accounts or contacts.
8. Set Reminders: Choose if you want to receive notifications.
9. Save the Task: Click 'Save' to finalize your task.
10. Review Your Task: Check the task list to ensure it’s created.