Availability

Profile Permission Required: Users with Manage Workflow profile permission can access this feature.

To create a workflow task

1. Go to Setup > Automation > Workflow Automation > Tasks.
   
2. In the Workflow Tasks page, click Create Task.
   
3. In the New Task page, do the following:
   
   • Select the Module from the drop-down list.
     
   • Enter a Subject for the task.
     Insert merge fields to create dynamic task subjects.
   • Specify the Due Date to complete the task.
     
   • Select the Status of the task from the drop-down list.
     
   • Select the task Priority from the drop-down list.
     
   • Select the user from the Assigned To lookup list to assign the task.
     
   • Select the Notify Assignee check box to notify the task owner via email about the task.
     
   • Select the Remind Assignee check box to send a reminder to the task owner.
     
     • Alert through Email - A reminder email will be sent to the task owner at the specified time.
       
     • Alert through Pop-up - A pop-up reminder will be initiated to the task owner at the specified time.
       
   • Enter the TaskDescription.
     
4. Click Save.
   A new workflow task is created, which can be associated with workflow rules.