Quick-Start: Tasks

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:

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

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" 

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 though to make it a related object