...
Or tell me in the comments on what basis you would use this feature.
Limitations of Activities - Tasks (Classic)
Disable reminder Checkbox on Tasks - go to
http://docs.releasenotes.salesforce.com/en-us/winter15/release-notes/rn_sales_activities_notifications_task_assignment.htm
Change your preferences for receiving Activity notification
Go to your name (top right) > My Settings > enter Reminders in the Quick Find box, then select Activity Reminders. Change the settings as desired.
Considerations for Using Tasks in Salesforce Classic
More info: https://help.salesforce.com/articleView?id=creating_tasks_cex.htm&type=0
There are a number of Fields that you cant access in Reports while trying to report on Tasks.
Two such Fields are:
* Repeat This Task
* Recurrence Interval
Some others are listed here.
https://help.salesforce.com/articleView?id=000181506&language=en_US&type=1
You can access them via Process Builder - but not through creating a Formula field... sigh :(
I wanted to report on these fields so i created a Process Builder process that updated a new custom field in Tasks. Creating a custom field is different in Tasks. Go to Customize > Activities > Activity Custom Fields > click New button.
I created 2 fields called:
Repeat This Task Copy
Recurrence Interval Copy
Then I used them in Process Builder to update the Field Values. Here's a walk-through of that process.
In Process Builder, start the Process on Task
Criteria = No criteria—just execute the actions!
Update Records = Update Custom Field Values > Record = [Task] > No criteria—just update the records!
Set new field values for the records you update
Field*
Recurrence Interval Copy > Formula > Text([Task].RecurrenceInterval)
Repeat This Task Copy > Formula >
IF ( Text([Task].RecurrenceRegeneratedType)= "RecurrenceRegenerateAfterDueDate", "After Due Date",
IF ( Text([Task].RecurrenceRegeneratedType)= "RecurrenceRegenerateAfterToday", "After Date Completed",
IF ( Text([Task].RecurrenceRegeneratedType)= "RecurrenceRegenerated", "Task Closed","")))
Save and make Active.
Obviously, you need to add the Custom Fields that you have created to your Report column headers.
If you don't use the formula above - your report will return the messy looking values below... which is fine if you don't mind.
Standard Result | New Result |
---|---|
RecurrenceRegenerateAfterDueDate | After Due Date |
RecurrenceRegenerateAfterToday | After Date Completed |
RecurrenceRegenerate | Task Closed |
This is much easier for end users to glance and take action... or not