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.

Use our filter options in the top left

You can filter for:

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.

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".

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

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.