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Media-savvy content creator, with a curiosity for all Salesforce experiences.
When you use your Salesforce platform to manage team tasks, you get a host of features to support your projects. One of the features is adding essential fields to tasks to get the most information you can from colleagues when working on a project.
Fields for a Salesforce task can include a subject, due date, priority, status, and even comments. Are these enough task fields for your specific project? You could also add custom fields to collect further details about a project in Salesforce for task management.
For more information about working with tasks in Salesforce, join us in the article below.
To start on a higher level, task management in your Salesforce CRM solution would optimize business processes and customer relationships. Now, let’s dive deeper and check out two pieces of knowledge that makeup task management in Salesforce.
When you work with Salesforce for task management, you need to understand that all your tasks and events are known as activities. It’s important to recognize this terminology so you can work confidently in Salesforce. So, your usual day-to-day tasks would be to-do items, and your events would be appointments or phone calls.
Now that you know what a task is in Salesforce, you can create one. You can choose to create tasks either manually or automatically. If you choose the manual method, you will need to create a workflow.
Alternatively, you can automate your task with Process or Flow Builder.
Salesforce tasks improve team productivity. For example, one reason a team might want to create a Salesforce task is to keep all colleague’s to-do lists in a central location. This means all work responsibilities can be found on one platform, so teammates and managers have clear visibility on:
Below, we will show you how to create Salesforce tasks manually. Keep reading as we cover options to automatically create tasks in Salesforce later if this is one of your task management goals. Let’s get started on the manual approach:
2. Enter the details of your task, which include a subject, due date, priority, status, and comments.
3. Now, you can assign the task to a specific person.
4. Remember to link the task to a record, such as contact, account, lead, or opportunity. You can also link the task to custom Salesforce objects.
5. Lastly, you need to click the Save button to create the task.
If you prefer to create tasks in Salesforce automatically, you can do so. There are many methods to achieve your automation goals for task management. We will discuss how to do so using Workflow Rules.
Here is a general guide on how to get tasks created in Salesforce with workflow automation software:
Slack is a top business app for communication in the workplace. So, a Slack integration into your Salesforce system makes total sense for task management and collaboration. With the powers of Slack and Salesforce combined, team members can leverage the features from both platforms.
This means your teams get to:
Let’s dive deeper and take a look at two features from a Salesforce and Slack integration:
This feature is handy for keeping track of task updates. You will be able to get alerts from Slack in real-time related to your:
Slack can also give you reminders of any upcoming Salesforce tasks that need to be completed.
Slack and Salesforce provide an alternative method to automatically creating tasks in your CRM platform. Team members can simply use Slack’s commands or interactive buttons to create tasks for workflow management goals.
Once created, team members can also view the task and its details directly in Slack. In this way, users do not need to leave Slack to view a Salesforce task.
Although, there are many more features from this powerful integration, these two task management examples, show that Slack and Salesforce together can speed up task management workflows.
This is a common practice for many teams since it can greatly improve work productivity by removing manual tasks from a workday. It is extremely useful to know how to perform this operation when your team has colossal amounts of Salesforce tasks that are similar, and need to be linked to different records or team members.
Once again, there are many ways to create tasks in Salesforce. To make them in bulk batches, you could use data import tools like Salesforce Data Loader. Here is how that works:
Although these two components in Salesforce are related, they have different purposes in the CRM platform. For example, Salesforce Activities contain your team’s tasks and events. You can use Activities in Salesforce to get a complete view of all actions associated with your records.
Salesforce Tasks, on the other hand, are just the specific to-do items for each colleague. Essentially, tasks will determine the actions that an employee needs to take in their role, such as:
Here are some characteristics to help you determine what are Activities or Tasks in your Salesforce integration.
If you are interested in signing up for these solutions, check the official Salesforce website. It can also be used to find information on Salesforce prices.
Some businesses might find creating tasks in Salesforce challenging. If you are looking for other options, we suggest you consider Titan, a no-code digital experiences platform.
Titan can create tasks and other actions in Salesforce without code to help your teams streamline business processes. Integrating Titan to manage Salesforce tasks more effectively is a no-brainer. You can leverage our apps with no code and your Salesforce platform to create forms, generate documents, and build documents.
Titan also integrates with your other third-party apps to connect your business to payment providers, cloud-based storage solutions, and more. Our flows are 100% secure and compliant with HIPAA, SOC 2, ISO, GDPR, and other leading frameworks.
So, if you like what you are reading, contact us through one of our social media links below. We would love to assist you with your Salesforce solutions.
We hope to see you soon!
Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us
Yes, Salesforce has tools for managing tasks on an individual or team level.
Tasks are assigned to specific team members. The designated person is responsible for ensuring the task is completed.
You can create a dashboard in Salesforce to see and track all your task data. Try including components that display key metrics such as:
Yes, Process Builder is a popular Salesforce feature used to automate business processes, which includes creating tasks.
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