How to Create a Task

An activity is an interaction between you and a company and/or person such as a phone call, meeting, or email.

To log an activity after it has occurred, follow these steps. To log an activity before it has occurred (a.k.a. adding a task), follow the following steps.

Step-by-step guide

  1. Search for an account or contact where a task needs to be added. Click on New Task under the Activity tab.
  2. Fill in the Subject and Due Date fields. Add the associated account / company name in the Related To field. Click Save.
  3. To fill in more details, click the newly created task (it should be directly under where you created it).
  4. Edit the Details Page of the Task. You can also Mark Complete, Edit Comments, Change Date, or Create Follow-Up Task by clicking on the respective buttons.
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General Salesforce Best Practices
The starting point for using Salesforce at Johnson. Links to guides for navigating and searching, managing your user settings and list views, working with Accounts and Contacts, logging Activities and Tasks, College Engagements, the Outlook integration and multi-factor authentication.