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Task Management
Create and Manage Tasks for Groups of Employees, Accounts, and Contacts
Overview
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
Create common and recurring tasks that need to be done for a large number of accounts or contacts
Assign tasks to account or contact owners, or individuals responsible for the specific task
Calendar view of open tasks by owner and account
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
Categories
- Business Needs
- Productivity
- 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