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Task Management
Create and Manage Tasks for Groups of Employees, Accounts, and Contacts
- Business Need
- Productivity
Touchpoint Task Management lets you define, assign, and manage tasks globally. Use Task Management to: 1. Create common recurring tasks 2. Assign tasks globally 3. Manage open tasks in a calendar view
Compatibility
- Salesforce Editions
- EnterpriseUnlimited
Additional Requirements
The number of tasks that can be scheduled at one time is limited by Salesforce.com restrictions.
App Details
- Version
- Task Management/January 30th 1.1.0
- Listed On
- 03/02/2013
- Latest Release
- 03/04/2022
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsManaged Package
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 1Custom Tabs: 4Custom Apps: 1
- Lightning Components
- Global: 0App Builder: 0Community Builder: 0
- Languages
- English
Security
This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.1.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
03/01/2013
Additional Details
Define a task once and have it created for all the accounts, contacts or Salesforce.com users globally. It's easy: 1. Define the task with its recurring schedule 2. Define the accounts, contacts or Salesforce users it applies to 3. With one click create the task for every account, contact or user it applies to 4. View the calendar of open tasks at the employee or account level
Need help?
Touchpoint Solutions, Inc.
Fountain Valley, CA, USA
Reply within 24 hours during business week.
Support Phone714-740-7243