Skip to main content
Topics#Sales And MarketingDomanda di Beth Kelleher
Beth Kelleher (SentryOne) ha fatto una domanda in #Sales And Marketing
3 mar 2019, 19:32

Daily Checklist / To Do List

I am looking for a way to have my team manage a daily list of tasks such as certain lists to look at on a daily basis. For the most part this list is the same every day with a couple of deviations from specific days such as extra tasks on Mondays. Ideally I would want something either inside SFDC or Microsoft Teams. Does anyone have a recommendation around this? Thanks! 
1 risposta
  1. Amnon Kruvi (The Architech Club)
    3 mar 2019, 19:41
    Hi Beth,

     

    The closest thing I can think of that's native to Salesforce is recurring tasks (https://help.salesforce.com/articleView?id=tasks_enable_recurring_tasks_lex.htm&type=5). You could create a series of tasks that run every day. The trick here would be sharing them with the entire team, and possibly creating a one-stop list component that displays them. That might be possible using a standard list component in Lightning.
Scrivi una risposta...
0/9000