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, but also for 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
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...
Today and Overdue
Upcoming tasks (next 7 days)
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
Note, that if you have set the filter to show only your tasks, the newly assigned task will disappear
In order to see the tasks of all users, 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 though to make it a related object