Quick-Start: Tasks

Created by Philipp Stelzer, Modified on Fri, 30 Dec 2022 at 04:09 PM by Philipp Stelzer

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, 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

    • 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

  • 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

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