Salesforce Tasks Guide: How to Use, Task Types, & Management

Salesforce Tasks Guide: How to Use, Task Types, & Management

Salesforce is one of the most robust and all-encompassing CRM systems available to sales teams.

So much power in a single software platform can be a gift, but also sometimes a challenge. There are so many things for a salesperson to get done in a day; add to that the tediousness of learning a complex operating system, and salespeople can quickly become overwhelmed.

Salesforce has a solution to help mitigate that issue. The software offers salespeople the opportunity to keep track of their to-do list with their Salesforce Task feature.

In this article, we’ll go over everything you need to know about Salesforce Tasks, including how to create and manage them, and some of the most common types.

Here’s what we’ll cover:

What Is a Salesforce Task?

Salesforce Tasks are the platform’s version of a to-do list.

Salesforce tasks

The feature helps salespeople stay on top of what tasks need to be completed and when. It helps keep deals moving forward and prevents overwhelm for Salesforce users.

Salesforce Tasks keep running track of time-sensitive one-time, recurring, and follow-up tasks. 

In most cases, the platform provides users with daily reminders of what’s coming up on their to-do lists. 

How Do I Use Tasks in Salesforce?

The Salesforce Tasks feature works best when it’s utilized to its fullest potential.

Salespeople should strive to update the “next task” field as consistently as possible. If you’re a Salesforce user and you frequently find that you have no imminent tasks on your agenda, it probably means you’re not using the feature to its fullest extent.

Salesforce tasks

It’s also important that users fill out all relevant details for each of the tasks they create. Salesforce Tasks offer users the option to fill out the Task subject, its due date, and assign it to relevant and responsible parties.

Users can see their upcoming, assigned, and delegated tasks in:

  • Activities list view
  • Calendar view
  • Chatter feeds
  • Related objects
  • Reports

The details available and where to find them depend on the type of task.

user-groupGet Salesforce in your inboxCreate/update Tasks, Leads, Contacts, Accounts, & Opportunities without switching apps

What Are the Task Types in Salesforce?

There are three main types of Salesforce Tasks: general tasks, follow-up tasks, and recurring tasks. Each is relatively self-explanatory as far as their purpose, but they vary slightly in how they can be viewed, accessed, and integrated into your workflow.

Most glaringly, it’s important to note that recurring tasks are not assigned due dates. Salesforce Lightning doesn’t display a due date at all for these types of tasks, while Salesforce Classic sets their due date as “recurs.” These tasks are also not displayed in your Chatter feed.

Finally, there’s a limit to the number of how many recurring tasks a user can create.

Each type of task can be related to any Salesforce object. Tasks may be connected to leads, contacts, campaigns, accounts, and contracts — just to name a few.

Creating Tasks

Salesforce Tasks can be created from any Salesforce object.

With that in mind, there are a variety of ways to create a new task depending on your interaction with the platform.

In Salesforce Lightning, create a new task by finding the Activity Tab (usually on the left side of the window) and click “New Task.”

In Salesforce Classic, there are a number of ways to create a new task:

  • From the Home tab, find “My Tasks” and click “New.
  • From the Sidebar, find the “Create New” drop-down list and click “Task.”
  • From the Open Activities related list, click “New Task.”
  • From Calendar Day or Week View, find “My Tasks” and click “New.”
  • From the Activity List View, click “New Task.”

You can also create a new task directly within the Chatter feed for any record, or on the Detail page of a record. Salesforce will automatically connect the new task to the record.

New tasks are automatically assigned to the user creating them, but there is also the ability to assign a task to anyone on your staff that you can access, or anyone under you in your organization’s hierarchy.

To assign tasks to multiple people (up to 100 users):

  1. On the “New Task” page, find the “Assigned To” field and click the “Lookup” icon.
  2. In the “Lookup” window, select the tab labeled “Multiple Users.”
  3. Use the drop-down list in the “Search” field to find relevant users. 
  4. You can also select users from the “Available Members” list. 
  5. When you’ve selected the relevant users, click “Done.”
  6. Save the task. 

All users assigned to the task will receive copies of it.

Salesforce users can create up to 200 Tasks.

Tip: How to Use Salesforce to Manage Your Sales Process.

Managing Tasks

There are many ways to stay on top of which Salesforce Tasks are due in the near future. 

Both Salesforce Classic and Salesforce Lightning will prompt users with reminders in the notification section of their interface.

You can also find and manage Tasks in the following ways:

  • In the Tasks tab
  • On the Homepage using a Contact View (this method will show up to 5 tasks)
  • Through Records via the Activity Timeline (Salesforce Lightning) or Activity Related Lists (Salesforce Classic)
  • In a Kanban View for Opportunities
  • In Activities Reports
  • In Activities List View 
  • In Calendar List View
  • Directly in the Chatter feed for any related record that’s mentioned

For a primary point of reference, a user’s “Today’s Task” window shows past, upcoming, and past due events. You can access this from the Home tab under “My Tasks.”

Past Activities shows all completed tasks, and Next Steps shows all open ones.

To show that a task is completed, you can click the check box next to the Task, or click the Task name and update its status. Click the check box to show that a task is completed.

It’s worth noting that Salesforce has a unique approach to Overdue Tasks. A Task will only show up as Overdue if it’s more than 30 days late.

The intention here is to avoid muddying the waters about what a seller’s highest priority is at that very moment. In many cases, it’s more important to focus on the next upcoming Task than it is to shift attention to an overdue one.

Tip: What other tools are you using in your tech stack? Check out our free guide and blueprint on optimizing the process below.

The Optimal Technology Stack for B2B Sales TeamsUsing data from the most successful business-scaling models, we designed a blueprint for the exact technology your business needs at each phase of growth.

Common Sales Tasks

Every Salesforce user will ultimately use their Tasks feature differently to suit their own personal needs, but there are several popular ways to use it that are universal to just about every sales rep.

Salesforce users can use Tasks to:

  • Set a reminder about when to follow up with a certain contact
  • Remind them to book a demo with a prospect
  • Schedule time to prep for a demo
  • Send quotes in a timely manner
  • Book a call at the right time

Remember that in addition to one-time Tasks, Salesforce can also help users book recurring and follow-up ones.

Create and Update Salesforce Tasks in Your Inbox With Yesware

Yesware integrates with Salesforce directly in your Outlook or Gmail inbox, giving you access to all of your CRM data in a single window.

Get Salesforce tasks in your inbox with Yesware

From here, you can easily update Tasks, Leads, Contacts, Accounts, Opportunities, and more. 

You can also combine the power of Yesware and Salesforce together to create reports that detail your team’s productivity and performance.

Try Yesware for free today.

Does your team use Salesforce Tasks? Do you find that they make your sales process more efficient? How would life be easier if you could do that directly from your inbox?

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