Log tasks in Salesforce while taking notes

Created by Philipp Stelzer, Modified on Fri, 30 Dec 2022 at 04:34 PM by Philipp Stelzer

Learn how to create tasks while writing a note. It's easy in Weflow.

Working in sales usually means you need to multitask a lot. Juggling all these different opportunities can become a whole job on its own sometimes.
Now, how you handle the manifold requirements of your prospects, heavily depends on your own preferences. But for those, who like to work with Tasks, Weflow has got you covered.

 

How to create tasks from your notes

  1. Go into a note 

  2. Link the note

  3. Click on 'Open panel' or the record name you linked the note to

  4. Select the 'Create task' quick action in the panel

  5. Don't forget to assign them and possibly also set due date as needed

     


 

 

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