How do I mark a task complete in Salesforce?

September 11, 2022 Chris Normand

Lightning

Navigate to Task Tab.
Click drop down>Open Task.
Click Task Subject.
Drop down and click Edit and/or Double Click Status to Completed.
Click Save.

How do I delete a task in Microsoft?

To delete a task, select the trash can icon in the bottom right corner of the task’s detail view. Or, if you’ve turned on context menus in your Settings, you can right-click and select Delete selected task if you’re on desktop.

How do I edit a task in Microsoft?

Assign, Edit, or Delete a task in a task list

Open Microsoft Teams.
Select the task list tab in which you want to assign, edit, or delete a task at the top of the chat window.
Select More actions in the task you want to edit. You can: Set the task’s Progress to Not started or Completed.

Assign, Edit, or Delete a task in a task list

Open Microsoft Teams.
Select the task list tab in which you want to assign, edit, or delete a task at the top of the chat window.
Select More actions in the task you want to edit. You can: Set the task’s Progress to Not started or Completed.

How do I delete old data in Salesforce?

Deleting a single record in Salesforce is pretty straightforward. Just navigate to the record you want to delete and look for the standard Delete button. Clicking this button will move that record into your ORG’s Recycle Bin. N.B. If you don’t see the Delete button you may need to edit the page layout to add it.

Where is Recycle Bin in Salesforce?

Salesforce admins can see all deleted data across the entire org. The Recycle Bin is available in the left sidebar on the Home page.

How do I delete a task in Salesforce?

You can mass delete tasks via the Mass Delete Tool or by running a report or export, then delete the records with the Data Loader.
…
Delete records via the Mass Delete Tool:

Navigate to Setup, enter Mass Delete Records in the Quick Find box, then select Mass Delete Records.
Click Mass Delete Activities.

You can mass delete tasks via the Mass Delete Tool or by running a report or export, then delete the records with the Data Loader.
…
Delete records via the Mass Delete Tool:

Navigate to Setup, enter Mass Delete Records in the Quick Find box, then select Mass Delete Records.
Click Mass Delete Activities.

How do I close an event in Salesforce?

You cannot close (or complete) an event like a Task. Just like a calendar meeting, it automatically completes when the meeting ends.
…
To close a Task from the Task record

Click the Task’s Subject name to access the Task Record itself.
Click the Edit button.
Set the status to Completed.
Click Save.

You cannot close (or complete) an event like a Task. Just like a calendar meeting, it automatically completes when the meeting ends.
…
To close a Task from the Task record

Click the Task’s Subject name to access the Task Record itself.
Click the Edit button.
Set the status to Completed.
Click Save.

How do I delete a recurring task in Salesforce?

Steps to delete an entire Event series in Lightning

Access the first occurrence of the recurring event that was created in Lightning Experience via the calendar or the Events list view.
On the Event detail page, click on the Delete button.
Click on the Delete All Following button.

Steps to delete an entire Event series in Lightning

Access the first occurrence of the recurring event that was created in Lightning Experience via the calendar or the Events list view.
On the Event detail page, click on the Delete button.
Click on the Delete All Following button.

How do I complete a recurring task in Salesforce?

To set a Task to reoccur quarterly

Click New Task.
Check the box ‘Create Recurring Series of Tasks’
Choose the frequency ‘Monthly. ‘
Choose every 3 months. In Lightning Experience, set Repeat to Custom and choose 3 months. …
Choose the start and end date for the recurrence.
Save.

To set a Task to reoccur quarterly

Click New Task.
Check the box ‘Create Recurring Series of Tasks’
Choose the frequency ‘Monthly. ‘
Choose every 3 months. In Lightning Experience, set Repeat to Custom and choose 3 months. …
Choose the start and end date for the recurrence.
Save.

Can you create sub tasks in Excel?

To create a subtask or a summary task, indent a task below another one. In the Gantt Chart view, select the task you want to turn into a subtask, then click Task > Indent. The task you selected is now a subtask, and the task above it, that isn’t indented, is now a summary task.

Can you add tags in Microsoft To Do?

Add tags. Keep your tasks organized across different lists by adding hashtags (like #work or #school) to your tasks’ names. You can add tags when creating tasks or when editing them. You can quickly see all the tasks, notes, and steps that share a tag by selecting that tag or searching for it in the search bar.

How do you use an effective list?

15 secrets for a better to-do list

Capture everything. …
Lists, lists, and more lists. …
Organize your to-do list by workflow, priority, or due date. …
Make it actionable. …
Verbs first, details later. …
Prioritize your to-dos. …
Always include a deadline. …
Break big work into smaller tasks.

15 secrets for a better to-do list

Capture everything. …
Lists, lists, and more lists. …
Organize your to-do list by workflow, priority, or due date. …
Make it actionable. …
Verbs first, details later. …
Prioritize your to-dos. …
Always include a deadline. …
Break big work into smaller tasks.

How do I undelete a record in Salesforce?

To restore all deleted items, check the box in the column header and then click Undelete. When you undelete a record, Salesforce restores the record associations for the following types of relationships: Parent accounts (as specified in the Parent Account field on an account)

How do I undelete a field in Salesforce?

To see a list of soft deleted fields, click Deleted Fields at the top of the Custom Fields & Relationships page. From the list of deleted fields, perform the following actions: To permanently remove the custom field and its data, click Erase. To restore the field and its data, click Undelete.

How do I delete a call in Salesforce?

Delete a Logged Call On a Lead, Contact or Account record in Salesforce Essentials

Open the record in which you logged the call.
Navigate to the Activity section on the right hand side.
Click the drop down arrow to the right of the call you want to delete.
Click Delete.

Delete a Logged Call On a Lead, Contact or Account record in Salesforce Essentials

Open the record in which you logged the call.
Navigate to the Activity section on the right hand side.
Click the drop down arrow to the right of the call you want to delete.
Click Delete.

How do I delete a series in Salesforce?

To delete the whole series of a recurring Events created in Classic, we need to open the Event series and then click the ‘Delete Series’ button.

How do I delete an event in Salesforce calendar?

Log in to your Salesforce account. In Salesforce, open one of the following pages in the upper toolbar. Locate and click the scheduled event to open its details. Click Delete (this option can be found under “Action” as well).

What is lightning page tab?

Lightning page tabs only facilitate inclusion of the Lightning page in the Salesforce app and Lightning Experience. You can create a custom tab only for an App Page type of Lightning page. What Is a Lightning Page Tab? Lightning Page Tabs let you add Lightning Pages to the mobile app navigation menu.

How do I make subtasks in Google Sheets?

To add Subtasks to a Task template: Open a Task template source file in a spreadsheet editor (Microsoft Excel, Google Sheets etc). Insert a new column to the spreadsheet called Parent Reference.. Edit existing cell values if needed and insert new rows for other tasks or subtasks you wish to add to the template.

What is Gantt Chart view?

The Gantt Chart view is the most commonly used view in Project. It lists the tasks in your project, and illustrates their relationship to one another and the schedule using Gantt bars. The Gantt Chart view is the default view for new projects.

How do you tag text in Word?

How to Add Tags through the Backstage View

Select the File tab in the ribbon. Figure 1. …
Select the Info tab in the Backstage view. …
Select Add a tag in the Properties section. …
Type your tag or multiple tags separated by semicolons in the text box. …
Save the file in order to save your new tag or tags.