The table below provides a definition of each default field for a task record. To learn how to build custom fields, click here.
|Task Name||The name of the task|
What is the nature of this task? Default options include:
|Related To||The other records associated with this task|
|Due Date||When should the task be completed?|
|Owner||The user who will carry out this task|
|Reminder||The time and date of a reminder notification sent before the task due date|
The importance of this task compared to the rest of the workflow. Options include:
You can define what these mean in your workflow.
|Description||Any additional notes you'd like to store about this task|
Who can see this task?
To learn more about visibility permissions on records, click here.
|Tags||You can add a tag to this record and later pull all records with that tag into a report.|
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