– When a Workflow Rule is met, a Task may be assigned to designated users to follow-up and respond to the Business Conditions in the Workflow Rule
– Workflow Tasks may be assigned to a user, role, record owner, record creator, sales team role, or account team
– Tracked in Activity History and can be reported on
– Can be re-used within the same object
– Tasks can be immediate or time-dependent
– Workflow Tasks may be assigned to a user, role, record owner, record creator, sales team role, or account team
– Tracked in Activity History and can be reported on
– Can be re-used within the same object
– Tasks can be immediate or time-dependent
To create your workflow tasks:
Click Setup | Customize | Workflow & Approvals | Tasks
Click Setup | Customize | Workflow & Approvals | Tasks
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