Summary
How to create a Task in Salesforce for an activity that has not happened yet, from the Activity tab on an account or contact. To record an activity that has already occurred, see How to Log Activity instead.
Body
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
- Search for an account or contact where a task needs to be added. Click on New Task under the Activity tab.
- Fill in the Subject and Due Date fields. Add the associated account / company name in the Related To field. Click Save.
- To fill in more details, click the newly created task (it should be directly under where you created it).
- 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.
