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Schedule a Follow-up Task for Lightning

Goal

Schedule follow-up tasks and keep an active work plan. Set reminders and keep track of important details. Eliminate the chance of forgetting a valuable customer.

After reading this article you will be able to:

  • Navigate to a sales up
  • Schedule a new task

 

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience.

 

Step One: Navigate to a Sales Up

  1. Click the App Launcher icon.

Schedule a Follow-up Task for Lightning- app launcher icon.png

 

  1. Type Sales Up in the search area.
  2. Click Sales Up.

Schedule a Follow-up Task for Lightning- type enter and click sales up.png

 

  1. Select desired sales up.

Schedule a Follow-up Task for Lightning- select sales up.png

 

Step Two: Schedule a New Task

  1. Click the Activity tab.
  2. Click the New Task sub-tab.
  3. Fill in the * required information.
  4. Click Save.

Schedule a Follow-up Task for Lightning- activity, new task, required info and save.png

 

What's Next

Learn how to Complete Tasks.