Overview
We’ve introduced a unified task experience across Contacts and Opportunities. Whether you're adding a new task, editing one, or filtering through a list, everything is now consistent, faster, and easier to use with new intuitive UI.
Note: To enable this feature, go to Settings > Labs > Enable 'Task Management UX Enhancement'
What’s New
Updated Add Task form with a cleaner layout and clearer field labels.
- Use new and updated features like Recurring Tasks from across all interfaces.
Improved Filter & Search functionality for efficient task management.
How to Use
Once the feature is enabled, you can manage tasks directly from any Contact or Opportunity record by opening the Tasks tab.
Create tasks using the redesigned Add Task form, you can also add Recurring Tasks and Assign it to specific users.
Edit or delete easily by clicking on the 3 dots and choosing the desired actions.
Filter and search using drop-downs or keywords to find tasks by assignee, due date, or status.
