#Task Management0 discussing

Is it possible to create a button (or other function) on the Task page where:

1. User clicks button
2. Email Global Action (or equivalent) launches on screen
   1. Ideally the To: field will populate with the Email of the WhoID for the Task
3. When user sends email then update Task Status to Completed, Task Type to Email: [Subject of email], Comments to [body of email], and Due Date to today.

I'm shocked this isn't a standard function, or maybe it is and I can't find it.

Hi guys,

I am not familiar with tasks too much, and wonder whether there is some sort of Trailhead or so?

Because I have the following use case:

A small group of people with a certain profile and role assign tasks amongst themselves, to do certain jobs on cases.

As soon as one of the is on holiday, or on sick leave the others (or at least their team leader, that yet does not have a different role or profile) need to be able to reassign ownership to others in their group.  Activities, their sharing and behaviour have always been a bit of a mystery to me. That's why until today I tried to avoid. But now I need to know, what is possible, and don't find aggregated ("good") info.  Any input from you, as you probably had such a challenge already? Or any links to good documentation?

Thanks and regards, Jo

#Task Management  #Task Ownership#task sharing #Tasks

I have a custom object called "Engagement Plan" that uses the "Task" related list (There seems to be no other way around it). The object is part of NPSP. 

I would like to have an action for "Add New" for the object and a "Change Status" for specific record. Ideally this would all be done in Activity Timeline but Engagement Plans don't seem to create tasks that show up in the timeline. I need users to quickly edit their tasks instead of clicking through the task record page to edit the one field. I also need "one off" tasks to be added as necessary. 

I checked and I have all the CRED permissions for Engagement Plans, Tasks, & Engagement Plan Tasks. I also checked the Search layouts to add the "update status" button and the page layout as well but it still does not show any actions on the related list. Also, the lightning record page lists this related list as "Enhanced" but it still does not show the actions. 

Any idea how I can make this happen? Thanks in advance! 

#Tasks #Salesforce Admin #Salesforce Administrator #Task Management #NPSP  #Quick Actions #Nonprofit #Data Management #CRM Configuration

Hi!

I have a contact us form on our website that we want to have a task created and assigned to some folks to triage. To notify them, I have added a step to create a salesforce task on the engagement studio. However, rather than creating the task just once when the form is submitted, it continues to create a new task daily for the task owner. I'm not sure how to stop this, but I do have the engagement studio automation set to allow prospects to reenroll in the engagement flow because I would like a new task created with the same prospect fills out the contact us form a week later. What am I doing wrong? TIA!

#Tasks  #Task Management  #Pardot Engagement Studio Program  #Pardot  #Automation

I am unable to use the 'Mark Complete' button on a recurring task. I get the 'You cannot update the Status of recurring task' error. My coworker can do it with no problem, however. We have the same profile and user settings. I have also tried logging in as him and trying to mark a recurring task complete, but I get the same error. Is there a hidden permission somewhere that prevents me from being able to change the status?

#Sales Cloud

Is there a way to allow users full access to editing and reassigning tasks via a permission set?

#Task Management

When we create a lead we enter a date into the 'Agreed Next Action Date' custom field, I want to create a task for the Lead Owner to follow up wi #Process Builder #Tasks #Task Managementth the client on this date - is this possible? 

  #Task Management

Hello,

We are moving from using event to use Task, 

In sandbox I created a workflow rules to update the subject of a Task when the status is changed, it was working well.

I tried to do it in production but when I update the Task Status the Task get "mark as done"(like the checkbox is checek and the subject is struck out) like the first one on the picture. 

I would like to desactivate this feature so I can use my workflow rule but I don't know where to find it ...

Do you know where I can find it or how to do it ?

Thanks in advance !

Yann

#Tasks  #Task Quick Actions  #Task Management  #Data Management  #Quick Actions  #Sales Cloud

I was wondering if the lovely people here have ever encountered an issue with a Task Report where we added in very little filters in but then the Task Report gave us some Task data that has no Subject, no Created Date, not even an Activity ID. See the screenshot below for detail. I'm not sure if it was a user error or us. But we can't even add filters (e.g. Activity ID not equal to "" or Subject not equal to "") to filter the ghost results out. 

Would love to know if anyone's got an idea about this. Thanks. 

#Reports & Dashboards #Report #Tasks #Task Management #Activity Reports