Tasks

Tips and FAQs for working with the Scratchpad Tasks

O J

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6 articles in this collection
Written by Oscar-Wyett Moore, Joey Rockman, Olivia Lynn and 1 other

Logging a Task from Pipeline

A better way to create and manage to-dos on the accounts and opportunities you're working

Written by Maddy Low
Updated over a week ago

View and Create Tasks from Scratchpad Command

Create New Tasks and View Existing Tasks from Scratchpad Command

Written by Joey Rockman
Updated this week

Tasks in Scratchpad

Learn the many ways you can create and complete tasks in Scratchpad.

Written by Olivia Lynn
Updated over a week ago

Task priority

Learn how to use task priorities to fit your workflow

Written by Olivia Lynn
Updated over a week ago

Logging an Activity

Learn how to log an activity, configure task fields, and view the activity in Salesforce

Written by Olivia Lynn
Updated over a week ago

Mass Complete Task

Mass complete Task in just a few clicks!

Written by Oscar-Wyett Moore
Updated over a week ago