Salesforce
Tip of the Week
Stay Organized with 'Tasks'
Everyone has their own system to stay organized - or maybe you are still working on figuring one out! Here is a quick tip to help keep your "To-Do" list straight, right inside of Salesforce itself!
There are 2 places where you are able to add New Tasks:
In the center of your case, click on the 'Chatter' tab, then click on New Task. This will associate the task with the case itself.
In the top right hand corner of Salesforce, click on the Plus icon to reveal global actions, and select New Task.
Click here to view a demo video!
+ info
You will then be able to view all of your tasks on your Home page of Salesforce!
Salesforce Tip of the Week 12
Signet Jewelers
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Transcript
Salesforce
Tip of the Week
Stay Organized with 'Tasks'
Everyone has their own system to stay organized - or maybe you are still working on figuring one out! Here is a quick tip to help keep your "To-Do" list straight, right inside of Salesforce itself!
There are 2 places where you are able to add New Tasks:
In the center of your case, click on the 'Chatter' tab, then click on New Task. This will associate the task with the case itself.
In the top right hand corner of Salesforce, click on the Plus icon to reveal global actions, and select New Task.
Click here to view a demo video!
+ info
You will then be able to view all of your tasks on your Home page of Salesforce!