Task Record Type Issue

Question

Hi everyone,

Under opportunities object => Activites Tab => New Task Tab. When I create a new task from here, it's creating a task with a wrong record type.

I've created three record types in Tasks (Contact Report, Briefing, Task (Default). What's currently happening now is, when I create a new task from opportunities object => Activites Tab => New Task Tab, the task record type is Contact Report, please check the image below.

Then when I "Create a Follow-Up Task" from the same task. Then that time, the task is been created with "Task Default" record type. Please check the below image,

It creates lots of confusing and I'd like to fix this issue. What I need here, when I create a new task, I always want the task record type should be "Task (Default)" not Contact Report.

**NOTE right now this task record type issue is occurring on all objects like Leads, Accounts, Contacts when I create a new task from the Activities Tab. What am I missing here, please help me to figure this out?

Thanks,

Sri

Nagendra Babu Pilli · Answer

Hi Sridhar,

Create a custom Quick Action for the record type you want, then add that to the page layout.When you create the Quick Action, you specify the Task record type to use. When a user (who has access to that record type) views a record detail page that contains the Quick Action, they click the Quick Action to create a record of that record type.

Hope this will help you.

Please mark this as solved if it's resolved.

Thanks,

Nagendra.

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