Page 9 - Email Support Playbook

Tasks & Reminders

Creating a Task: Activities Tab

From your SFDC home page you can use the drop-down menu on the left to select the
„Activities‟ tab. From the „Activities‟ tab, select „New Task‟ from the buttons on the far left.
You will need to fill in any required fields which will be designated by a red vertical line.
When a new task is created, default assignment will be to the user who created it. You can
assign tasks to other users, but for Email Support purposes this is not generally needed.
In the comments section you can give yourself instructions on what you need to follow up on
or why you need to follow up at that time.
From the „Related To‟ section on the right you can choose to relate this task to a case you
are working on. Once the task is saved it will show in the cases‟ details view under „Open
Activities‟.

The task status will always default to „Not Started‟ and the priority will default to „Normal‟. Before the task is
saved you will want to set the reminder date and time for the task.

Creating a Task from the Activities Tab