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What is task and event in Salesforce?
Tasks are things to do, a “point in time” (no duration), such a prepare meeting notes, set up conference room. Events are meetings (i.e. sales meeting on the 10th from 2pm to 3pm with Fred & Wilma), so they have a start time, an end time, a location, and invitees (tasks can’t).
What is difference between task and event?
Simply explained, an Event is a one-time event. An Event is placed on your Calendar with an option to invite others and set reminders leading up to the date and time of the occurrence. A Task, on the other hand, is an activity that must be performed by a given date, think of it as an item on your to-do list.
What is a task on Salesforce?
Tasks in Salesforce provides to-do items that needs to be completed by a user to whom the task is assigned. Tasks can be easily related to leads, contacts, campaigns, contracts.
How to create an event to do list?
Starting the planning process from scratch is tough, that is why using an Event To Do List template as a guide will make everything much simpler, smoother, and easier on you. Here are some event planning worksheets and templates to help you. Event\ Planning Worksheet
Which is an example of an event task?
The events that can be associated tasks are object creation, modification and deletion. For example you can define an event that occurs when a document of type “Feasibility Report” is created, or other event whenever a folder type “Medical Record” is deleted.
What can you do with a task list?
You can edit, delete, or make a copy of the list, or move it to another project. You can also sort the tasks within the list, bulk edit those tasks, add new tasks or view the email address for posting tasks via email.
OPD includes the ability to define tasks related to events. These tasks will be triggered when an event of a specified kind occurs in an object of type document or type folder. The events that can be associated tasks are object creation, modification and deletion.