Skip to main content

Creating Tasks in Scratchpad

Discover all the different ways you can create Salesforce Tasks in Scratchpad - designed to match the way you work.

Updated over a month ago

Overview


There’s no one-size-fits-all workflow, so Scratchpad gives you multiple ways to create Salesforce Tasks - no matter how you like to work.

Whether you're adding a quick follow-up, logging activity while reviewing pipeline, or working straight from your calendar, you can create tasks seamlessly in just a few clicks.

Creating Tasks from the Task App


  1. Navigate to Tasks from your Scratchpad Nav Bar

  2. Click Add task to create a new Task

  3. Fill out any required fields, click the ••• in the top right to add additional fields

  4. Click Create Task

Creating Tasks from Command


  1. Open a new tab and enter the keyboard shortcut CMD+J (Mac) or CTRL+J (PC) to bring up Command

  2. Select Create new task

  3. Fill out any required fields, click the Fields in the top right to add additional fields

  4. Click Create

Creating Tasks from Expanded View


  1. Open Expanded View for any record

  2. Click Show Tasks from the sidebar

  3. Click the + to create a new Task

  4. Fill out any required fields, click the ••• in the top right to add additional fields

  5. Click Create Task

Creating Tasks from Google Calendar


  1. Go to Google Calendar and open a week view

  2. Click the circle ✔️ icon next to the day to create a new Task

  3. Fill out any required fields, the Task will save automatically when you click away

  4. When the circle ✔️ icon is blue, click on it to see existing Tasks for the day

FAQ


Can I relate a Task to multiple records?

Not today. You can open the Task in Salesforce to accomplish this.

Can you create Tasks that don't sync to Salesforce?

Not today. You can create a Task without relating it to a record, but it will still log to Salesforce.

Do Task comments support hyperlinks?

No, Task comments do not currently support hyperlinks.

What time-zone is the Today and Overdue filter within the Task App based on?

This is based on our server's time-zone, which is in the US.


Did this answer your question?