How do I create a list view for tasks in Salesforce lightning?

How do I create a list view for tasks in Salesforce lightning?

1. Click the App Launcher menu, and enter Tasks in the search box that appears in the popup modal.
2. Click on Tasks.
3. You will be taken to a list of Tasks. On the right of the currently selected list view, you will see a link Create New View.
4. Now your new view displays in Lightning Experience UI.

How do I see activity in Salesforce lightning?

Approach-1. Click on setup and search for Lightning Experience Transition Assistant. Under Configure the activities view on record Pages, You will see two option named as Related List and Activity Timeline.

How do you edit list view in lightning?

Edit List View Filters in Lightning Experience

1. From List View Controls, select Edit List Filters.
2. Click the filter you want to change.
3. From the Filter by dropdown menu, select an operator.
4. For Value, make a selection or enter a value, then click Done.
5. Adjust your filter logic if needed.

What is the difference between activity and task in Salesforce?

So, an Activity is a general term Salesforce uses to describe a record that is either a Task or an Event. In Lightning Experience there’s an Activity Timeline – this is essentially all Events or Tasks whose Due Date or End Date has passed.

Is activity a standard object in Salesforce?

Activity reports are standard or custom reports that display details about your Tasks or Events and their related Contacts, Accounts, Opportunities and other associated records. I see a lot of people not taking advantage of these reports, you should definitely check out all of them.

How do I edit list view?

Change a view

1. In the command bar of your list, select View options . If View options.
2. Select the name of the view that you want to change.
3. Select View options again, and then select Edit current view.
4. On the Edit View page, make your changes.
5. When you are finished with your changes, select OK.

How do I assign a task in Salesforce?

Assign an existing activity to another User

1. Click Edit on the Task or Event.
2. Enter an active User in the ‘Assigned To’ field.
3. After saving, the User to which the activity is assigned will see the new activity on his or her calendar.