{"id":19590,"date":"2025-04-04T09:20:06","date_gmt":"2025-04-04T09:20:06","guid":{"rendered":"https:\/\/www.walkme.com\/blog\/?p=19590"},"modified":"2025-04-04T09:20:06","modified_gmt":"2025-04-04T09:20:06","slug":"salesforce-tasks","status":"publish","type":"post","link":"https:\/\/www.walkme.com\/blog\/salesforce-tasks\/","title":{"rendered":"Salesforce tasks: Creation, management &amp; tracking"},"content":{"rendered":"\n<p>Your sales team is juggling dozens of follow-ups daily. Client calls go unmade. Email responses lag. Meeting commitments fade into memory. With each missed task, potential revenue slips away.&nbsp;<\/p>\n\n\n\n<p>Ask any sales leader about their biggest operational headache\u2014disorganized task management consistently ranks at the top. Without structure, even experienced salespeople struggle to prioritize effectively, leaving critical customer touchpoints neglected.<\/p>\n\n\n\n<p>Salesforce Tasks helps sales teams improve conversion rates, shorten sales cycles, and create accountability that drives consistent performance by implementing proper task creation, management, and tracking processes.&nbsp;<\/p>\n\n\n\n<p>This guide breaks down how top-performing organizations use Salesforce tasks to fuel business growth and keep sales professionals focused on high-value activities that directly impact results.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What are Salesforce tasks?&nbsp;<\/h2>\n\n\n\n<p>Salesforce tasks are digital action items within the Salesforce CRM platform that track time-bound activities requiring completion. They function as the system&#8217;s native to-do mechanism for scheduling follow-ups with leads, sending proposals, making calls, or executing other sales activities.<\/p>\n\n\n\n<p>What sets tasks apart in Salesforce is their direct relationship to specific records. Unlike standalone task management apps, Salesforce tasks integrate seamlessly with your customer data, eliminating the need to switch between multiple applications. Each task links directly to relevant leads, accounts, opportunities, or contacts.<\/p>\n\n\n\n<p>This contextual integration creates a comprehensive activity history. Sales managers gain visibility into all completed and pending actions associated with any record, while sales representatives maintain a centralized workspace that combines customer information with required actions. The system also supports reminder notifications, priority flags, and status tracking to ensure nothing falls through the cracks.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Creating Salesforce tasks&nbsp;<\/h2>\n\n\n\n<p>When managing tasks in Salesforce, you have several options based on your needs. Whether you&#8217;re creating individual assignments, bulk tasks, or recurring reminders, Salesforce offers flexible task management features to help streamline your workflow.&nbsp;<\/p>\n\n\n\n<p>Here&#8217;s a breakdown of the different types of tasks you can create:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Regular tasks&nbsp;<\/h3>\n\n\n\n<p>The process of creating regular tasks depends on the platform being used.<\/p>\n\n\n\n<p>The Salesforce Classic platform is the older version. <a href=\"https:\/\/www.walkme.com\/blog\/fr\/salesforce-lightning\/\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce Lightning<\/a> is the newer one with a modern design, better performance, and more features.\u00a0<\/p>\n\n\n\n<p>Here are the necessary steps for both versions:<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Creating a Task in Salesforce Lightning:<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Find the Activity Tab \u2013 Look for it on the left side and click \u2018New Task.\u2019<\/li>\n\n\n\n<li>Enter Task Details \u2013 Add a subject, due date, and other information.<\/li>\n\n\n\n<li>Relate the Task \u2013 Link it to a record (e.g., account, contact, opportunity).<\/li>\n\n\n\n<li>Save the Task \u2013 Click \u2018Save\u2019 to complete the task.<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\">Creating a Task in Salesforce Classic:<\/h4>\n\n\n\n<p>You have several ways to create a task:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to the Home tab, find \u2018My Tasks,\u2019 and click \u2018New.\u2019<\/li>\n\n\n\n<li>Use the Sidebar, open the \u2018Create New\u2019 drop-down, and select \u2018Task.\u2019<\/li>\n\n\n\n<li>Find the Open Activities related list and click \u2018New Task.\u2019<\/li>\n\n\n\n<li>Open the Calendar Day or Week View, go to \u2018My Tasks,\u2019 and click \u2018New.\u2019<\/li>\n\n\n\n<li>Navigate to the Activity List View and click \u2018New Task.\u2019<\/li>\n\n\n\n<li>Create a task directly in the Chatter feed or a record\u2019s Detail page.<\/li>\n<\/ul>\n\n\n\n<p>By default, the system assigns new tasks to the creator, but you can assign them to team members in your organization.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Bulk tasks&nbsp;<\/h3>\n\n\n\n<p>When creating a bulk task for multiple people, follow the same steps in Salesforce Classic and Lightning. But, it\u2019s important to remember that you can add multiple assignees only when creating the task, not after. In other words, you cannot change an existing task into a bulk task.<\/p>\n\n\n\n<p>To start this process, create a \u2018New Task\u2019 and click the lookup icon next to \u2018Assigned To\u2019. In the lookup window, open the \u2018Multiple Users\u2019 tab. You can opt for up to 100 people (including groups) and then click Done.&nbsp;<\/p>\n\n\n\n<p>The \u2018New Task\u2019 page will show your selections and the total task count. Click \u2018Save\u2019 to assign copies to the relevant employees. They can edit, reassign, or delete their tasks.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Recurring tasks&nbsp;<\/h3>\n\n\n\n<p>To create a recurring task in Salesforce, open a new or existing task. Select \u2018Repeat This Task\u2019 and choose \u2018After due date\u2019 or \u2018After date completed &#8216;.\u00a0 If you don\u2019t see this option, ask your <a href=\"https:\/\/www.walkme.com\/blog\/salesforce-administrator\/\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce administrator<\/a> to enable it.\u00a0<\/p>\n\n\n\n<p>Choose how often the task repeats\u2014daily, weekly, monthly, or yearly. Set a start date and, if needed, an end date. Leave the end date blank if the task should continue indefinitely. Click \u2018Save\u2019 to confirm. You can find any recurring tasks in the \u2018Tasks\u2019 tab. To make changes, open the task and click \u2018Edit\u2019 or \u2018Delete.\u2019<\/p>\n\n\n\n<p>Remember, you can only create a certain number of recurring tasks in a series, and the limit depends on how often the task repeats. For example, you can make up to 53 weekly recurring tasks, and the latest end date will be one year from the start date.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Managing Salesforce tasks<\/h2>\n\n\n\n<p>Effective task management in Salesforce helps streamline workflows, improve collaboration, and ensure timely follow-ups. Whether you&#8217;re organizing, delegating, or customizing tasks, Salesforce offers powerful tools in both Lightning and Classic to optimize your task management.&nbsp;<\/p>\n\n\n\n<p>Here\u2019s how you can efficiently manage tasks in Salesforce:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img height=\"530\" width=\"1024\" decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2025\/04\/Heres-how-you-can-efficiently-manage-tasks-in-Salesforce__4167ed03.jpg?w=1024&#038;h=530&#038;crop=1\" alt=\"Here\u2019s how you can efficiently manage tasks in Salesforce\" class=\"wp-image-19592\" srcset=\"https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2025\/04\/Heres-how-you-can-efficiently-manage-tasks-in-Salesforce__4167ed03.jpg 1200w, https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2025\/04\/Heres-how-you-can-efficiently-manage-tasks-in-Salesforce__4167ed03.jpg?resize=300,155 300w, https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2025\/04\/Heres-how-you-can-efficiently-manage-tasks-in-Salesforce__4167ed03.jpg?resize=1024,530 1024w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Organizing tasks for efficiency&nbsp;<\/h3>\n\n\n\n<p>Streamlining tasks in Salesforce varies depending on whether you use <a href=\"https:\/\/www.walkme.com\/blog\/salesforce-lightning-vs-classic\/\" target=\"_blank\" rel=\"noreferrer noopener\">Lightning or Classic<\/a>.<\/p>\n\n\n\n<p>In Salesforce Lightning, an individual can access the \u2018Activity Timeline\u2019 on record pages (e.g., \u2018Account\u2019, \u2018Contact\u2019, \u2018Opportunity\u2019) to view, create, and manage tasks. They can also use the \u2018To-Do List\u2019 to track and prioritize tasks.&nbsp;<\/p>\n\n\n\n<p>For instance, within this \u2018To-Do List\u2019, tasks appear like cards you can re-order depending on priority. In addition, you can sort tasks within this list by due date or status to find urgent ones quickly. To do this, click the top of your \u2018To-Do List\u2019 to open a split view, where you can sort and filter tasks.<\/p>\n\n\n\n<p>Switch to \u2018Kanban View\u2019 to visualize tasks for opportunities or \u2018Calendar List View\u2019 to see them in a calendar format. Set up notifications to get reminders to <a href=\"https:\/\/www.walkme.com\/blog\/salesforce-boost-productivity\/\" target=\"_blank\" rel=\"noreferrer noopener\">improve Salesforce productivity<\/a>.<\/p>\n\n\n\n<p>In Salesforce Classic, you can manage tasks through \u2018Activity Related Lists\u2019 on record pages. Open the \u2018Tasks\u2019 tab to view and organize tasks. Then, you can sort, filter, and set notifications for reminders on these tasks.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Assigning and delegating tasks&nbsp;<\/h3>\n\n\n\n<p>Assigning a task works similarly in Lightning and Classic, but the steps differ for new and existing tasks.<\/p>\n\n\n\n<p>To assign a new task, go to the applicable record and click \u2018New Task\u2019 under \u2018Open Activities\u2019. Enter an active user in the \u2018Assigned To\u2019 field.<\/p>\n\n\n\n<p>To reassign an existing task, open the task or event and click \u2018Edit\u2019. Update the \u2018Assigned To\u2019 field with an active user. After you save it, the new assignee sees the task on their calendar.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Customizing task fields and layouts&nbsp;<\/h3>\n\n\n\n<p>To customize task fields and layouts in Salesforce, navigate to the correct setup area. In Lightning, go to \u2018Setup\u2019, then \u2018Object Manager\u2019 and \u2018Activity\u2019. In Classic, go to \u2018Setup\u2019, \u2018Build\u2019,&nbsp; \u2018Customize\u2019, and then \u2018Activities\u2019.<\/p>\n\n\n\n<p>To customize fields, create a new field by opening \u2018Fields &amp; Relationships\u2019 and clicking \u2018New\u2019. Choose the field type, set its properties, and decide whether to include it in \u2018Task and Event\u2019 layouts.&nbsp;<\/p>\n\n\n\n<p>You can also edit an existing field by going to \u2018Fields &amp; Relationships&#8217;. Then, select the field, and update its label, type, or required status.<\/p>\n\n\n\n<p>To customize page layouts, open \u2018Object Manager\u2019, \u2018Activity\u2019, and \u2018Page Layouts\u2019. Choose a layout and click \u2018Edit\u2019. Add new fields by dragging them into place, rearrange existing fields, or remove fields as needed. End the process by clicking \u2018Save\u2019 to apply the changes.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Avoiding overdue tasks and workflow bottlenecks&nbsp;<\/h3>\n\n\n\n<p>To complete tasks on time in Salesforce Lightning, use the \u2018Activity Timeline\u2019 on the right side of a record page to manage tasks and activities. Set reminders for tasks and events to avoid a buildup of too many tasks due at the same time.&nbsp;<\/p>\n\n\n\n<p>In addition, check \u2018Today\u2019s Tasks\u2019 on the homepage to see upcoming deadlines. You can also stay updated on related tasks through \u2018Chatter\u2019 feeds.<\/p>\n\n\n\n<p>In Salesforce Classic, track tasks using the \u2018Calendar\u2019, \u2018Open Activities\u2019, and \u2018Activity History\u2019 fields. Next, you can create tasks and log activities with the \u2018Chatter Publisher\u2019 on records.&nbsp;<\/p>\n\n\n\n<p>How can you access Chatter? Depending on your setup, you can do this through the \u2018App Launcher\u2019, \u2018Chatter Tab\u2019, \u2018Record Chatter Tab\u2019, or the \u2018Overflow Menu\u2019 sections.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Tracking Salesforce tasks<\/h2>\n\n\n\n<p>Tracking Salesforce tasks is essential for maintaining visibility into progress, identifying bottlenecks, and ensuring timely completion. By leveraging reports, dashboards, and real-time alerts, you can monitor tasks effectively and optimize workflow efficiency.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img height=\"530\" width=\"1024\" decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2025\/04\/How-to-track-tasks-in-Salesforce_9367ed03.jpg?w=1024&#038;h=530&#038;crop=1\" alt=\"How to track tasks in Salesforce\" class=\"wp-image-19591\" srcset=\"https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2025\/04\/How-to-track-tasks-in-Salesforce_9367ed03.jpg 1200w, https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2025\/04\/How-to-track-tasks-in-Salesforce_9367ed03.jpg?resize=300,155 300w, https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2025\/04\/How-to-track-tasks-in-Salesforce_9367ed03.jpg?resize=1024,530 1024w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Here\u2019s how you can track tasks in Salesforce:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Using reports to monitor task progress&nbsp;<\/h3>\n\n\n\n<p>Reports in Salesforce help you track task progress. To start, go to the Reports tab in either Lightning or Classic.<\/p>\n\n\n\n<p>Click New Report and select \u2018Tasks &amp; Events\u2019 as the report type. Filter tasks by status (e.g., \u2018Open,\u2019 \u2018In Progress,\u2019 \u2018Completed&#8217;), due date, or assignee. This action can help you track overdue tasks or those assigned to team members. Save and run the report.&nbsp;<\/p>\n\n\n\n<p>In Classic, you can export or connect reports to other tools for more analysis. On the other hand, the Lightning platform allows you to add report components to your dashboard for easier monitoring.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Setting up dashboards for task visibility&nbsp;<\/h3>\n\n\n\n<p>After creating task reports, build dashboards to track key metrics. Go to the \u2018Dashboards\u2019 tab, click \u2018New Dashboard\u2019, and add a widget (e.g., \u2018Chart\u2019 or \u2018Table\u2019) using your report as the data source. Save the dashboard with a name and description.<\/p>\n\n\n\n<p>Set a \u2018Running User\u2019 to control data and share the dashboard with the right users. Use dynamic dashboards for personalized views.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Real-time alerts&nbsp;<\/h3>\n\n\n\n<p>To set up real-time alerts in Salesforce, you must first grant users access to \u2018Real-Time Event Monitoring\u2019 through profiles and permission sets. Use objects (databases or tables) in \u2018Real-Time Event Monitoring\u2019 section to stream and store event data.&nbsp;<\/p>\n\n\n\n<p>Next, set transaction security policies and alerts for actions like blocking, multi-factor authentication, or notifications. In Salesforce Classic, go to Setup, search for \u2018Transaction Security,\u2019 and click \u2018New\u2019 to create a policy. In Lightning, search for \u2018Transaction Security Policies\u2019 in Setup.&nbsp;<\/p>\n\n\n\n<p>Select the type of event you need to monitor (e.g., login, report download), and set conditions (e.g., user, object) for it. Define the relevant actions (e.g., block user, require multi-factor authentication) and configure notifications for alerts.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Enable lead and project management with Salesforce tasks&nbsp;<\/h2>\n\n\n\n<p><a href=\"https:\/\/www.walkme.com\/glossary\/business-transformation\/\" target=\"_blank\" rel=\"noreferrer noopener\">Business transformation<\/a> starts with tasks. Every large project breaks down into smaller actions. This is where organizations either succeed or fail.<\/p>\n\n\n\n<p>Salesforce tasks help you manage work better and promote accountability, teamwork, and better performance. This leads to higher productivity and customer success. You can also pair this type of tool with <a href=\"https:\/\/www.walkme.com\/glossary\/digital-adoption\/\" target=\"_blank\" rel=\"noreferrer noopener\">digital adoption<\/a> technology to help employees integrate this technology into their daily tasks.<\/p>\n\n\n\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"Your sales team is juggling dozens of follow-ups daily. Client calls go unmade. Email responses lag. Meeting commitments fade into<span class=\"moretag\">&#8230;<\/span>","protected":false},"author":246,"featured_media":19593,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":true,"mobile_image_id":0,"tablet_image_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[9944],"tags":[],"class_list":["post-19590","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-sales"],"acf":{"__coauthors":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Salesforce Tasks: Creation, Management &amp; Tracking<\/title>\n<meta name=\"description\" content=\"Learn how to improve your sales process by creating, managing, and tracking tasks through Salesforce tasks.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.walkme.com\/blog\/salesforce-tasks\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Salesforce Tasks: Creation, Management &amp; 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