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How To Create A Task?
Stephanie Betters
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0 step
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18 seconds
Salesforce
1
Click "Activity" of the Lead or Opportunity or Transaction record where you would like to create a task.
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2
Click "New Task"
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3
Click the "Subject" field.
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4
Choose the date when you would like this to be done.
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5
Click "Save"
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6
You should find this Task under Activity just below Upcoming & Overdue.
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