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Express Tasks - Your New To-Do App for Salesforce
Salesforce Activities at your fingertips in Chrome.
Overview
Express Tasks provides an innovative way for Salesforce users to manage Task and Activities directly from the Chrome browser.
Work From Any Tab: Update Tasks, Calls, and Events from a Chrome extension without opening Salesforce.
Instant Pop-Ups, Instant Action: View, create, and edit Activities via lightweight pop-ups that keep you in flow.
Express Tasks is a new to-do facility for the Salesforce platform. It offers an innovative way to manage Tasks, Calls and Calendar Events in Salesforce from a Chrome Extension. Express Tasks operates as a drop-down from the Chrome Extension tray and integrates directly with Salesforce without the user needing to be on a Salesforce screen or tab. Express Tabs utilizes an innovative “pop-up” approach to display Activity details, so the user can view, update and create Salesforce Tasks and Calendar events directly from the drop-down. It also allows the user to segregate “Call” tasks from other tasks and activities. The user can also hover on “object” fields like Accounts, Contacts and Opportunity shown in these Activities to reveal commonly used fields like phone, email, Opportunity amount and close date. Pop-ups for these objects can also cascade up to three times, so a user could view Contact, Account or Opportunity data directly from another pop-up. Express Tasks brings a new level of ease in task management to the Salesforce platform. It is currently available free of charge.
Categories
- Business Needs
- ForecastingLead & Opportunity ManagementSales Productivity
- Industries
- Horizontal ProductHigh TechManufacturing
- Personas
- AdministratorBusiness Operations ManagerSales Representative / Manager
- FeaturesLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.
- Lightning ReadyMultiple CurrenciesPerson Accounts