Innovate. Connect. Grow.

Amplify your business with the only Salesforce solutions optimized for financial services.

How to Create a Task - Lightning

To Create a Task in the Lightning Experience:

  1. Find the New Task Section on the right of the contact page
  2. Type what you need to do in the Subject line
    • We suggest putting as much as possible in the Subject box because this is what will display in your task list.
  3. Select a Due Date.
  4. Click the Save button. 

Watch the video below to learn how to create tasks in the Lightning Experience:

Did you find this article helpful?