The basics of tasks covered in 58 seconds

Want to know more? Here are all the things you can do with tasks

  1. Create new tasks

  2. Link to a Salesforce record

  3. In addition, link it to a specific contact

  4. Set a due date

  5. Change the priority

  6. Assign tasks to other users in your Salesforce account

  7. Change the status of the task i.e. "Not Started", "In Progress", "Completed"

  8. Add comments

  9. Filter for your or anyone's tasks

  10. Search for overdue tasks

  11. Search for completed tasks

How to know when a task is overdue?

We don't want you to have to check your task manager repeatedly just to see due dates in your task list. That is why Weflow shows you the number of due tasks (i.e. due today or due in the past) in the left side navigation.

You can also see overdue tasks in your home screen section.

Did this answer your question?