#SalesforceWinter23 – Track Tasks with the To Do List

#1MinuteTip #SalesforceWinter23 Now your users can see all the tasks assigned to them in one component that’s available throughout Salesforce. With the To Do List docked in the Utility Bar, users can see, sort, and organize all their tasks in a single actionable view.

Users can apply labels to tasks in the To Do List to customize how they organize and prioritize them. Sales Engagement users can also see tasks from cadences.

In the App Manager, add the To Do List to the Utility Bar for users.

Salesforce Add To Do List to Utility Bar

Users can choose a task category or a label to focus on the related tasks. Select a task to see details, apply a label, or take action.

Salesforce View All Tasks in To Do List

References & Useful URLs

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