Edit tasks
With the Salesforce Lightning experience, the Open Activities and Activity History sections of a record are combined into one Activity timeline. With this change, Open Activities is now called Upcoming & Overdue, and Activity History displays by date. The steps below might vary based on the experience you are using.
You need to be the task owner to modify the details or to close the task.
To edit a task
- In the Open Activities section of a record, click Edit next to the task.
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Modify the fields on this page as appropriate.
Task information details Assigned To Enter the owner of the task.
The user who created the task displays by default. To assign a different user as the owner, find and select that user. After you save the task, it displays on the owner's task list.
Subject Enter a brief but detailed description of the task. You can enter your own description or select from a list of previously defined subjects.
Type Select the type of task, for example, Call, Meeting, or Other. Tasks created from RFP notifications sent from MeetingBroker are assigned a default type. The value is designated on the Property page by your administrator.
Due Date Enter the date when the task needs to be completed. When a task is overdue, the due date displays in red on the task list. Related To If the task is related to a particular record, find and select that record. The task displays on that record's Open Activities section. If the task is not related to a record, leave this field blank. Creating a task from the Open Activities section of a record displays the name of the associated record by default.
Name Enter the name of the contact associated with the task. The task is also added to the Open Activities section of the contact record.
Reminder Set Select the date and time to trigger the reminder. See Respond to activity reminders for more information.
Met/Talked with Client Select to indicate that this task involved meeting in person or talking to the client. Comments Enter the applicable additional notes about this task. Additional information details Status Select the current status of the task. Examples include Not Started, In Progress, and Completed. When a task's status is changed to Completed, it is moved from Open Activities to the Activity History section of the associated record.
Priority Select the urgency of the task. - Click Save.