Quick-Start: Tasks

Learn how to create tasks and link them to Salesforce records.

How do Tasks work in Weflow?

  • Tasks in Weflow are a super fast way to make sure you don't miss out on any potential opportunity out there.
  • Use it to create reminders for yourself and others.
  • When you create a new task, Weflow automatically assigns it to you and syncs it to your Salesforce account.
  • However, you can also create tasks and assign them to other users in your Salesforce account.
  • Weflow automatically sets the following properties for you:
    • Status: Not started
    • Priority: Normal
  • You can change the properties by clicking on the chevron icon on the right.

How can I filter for Tasks?

Use our filter options in the top left 

You can filter for:

  • All
  • Today and Overdue
  • Upcoming tasks (next 7 days)
  • Completed

How can I complete tasks?

  • Complete a task by clicking on the checkbox icon.
  • Completed tasks are marked as "Completed," but you can always change the status back to "Not started" or "In Progress" if you like.

Can I assign Tasks to others?

  • You can assign tasks to anyone in your Salesforce account.
  • Please note that if you have set the filter to show only your tasks, the newly assigned task will disappear.
  • To see all users' tasks, select the filter "Everyone".

Can I delete Tasks?

  • Yes, you can delete tasks.
  • However, please note that deleted tasks are also removed from Salesforce and cannot be retrieved by anyone.

Can I link Tasks to records?

  • Yes. You can link a task to a record.
  • Salesforce restricts linking tasks to Accounts and Opportunities, meaning you cannot link a task to a Lead or Contact.
  • However, after creating a task, you can connect it with a contact through to make it a related object.