Working with tasks

Summer '18 release delivers some important new lightning Task features.

Now, in lightning, list view columns are sortable.

 There are three ways to work with tasks.

• Table View
• Kanban View
• Split View

Table View
Table View is the view that most people are use to seeing and lists the records in a table format.

Kanban View
Kanban View displays the tasks in a Kanban card format based on the status of the task.  Tasks can be rearranged quickly from one status to another by simply dragging them to the new section.  It is a great visual view to see how tasks are progressing.

Spit View
Split View allows you to see the tasks in the list view and additional information about the selected one.  Staff can click on tasks in the list and quickly see the details of the task.  Buttons at the top of the task make editing key information on the task a snap!

Hop easily from the various views using the Display as drop-down

Working with Salesforce Calendars

Use Calendars to Quickly View Important Information

• Add the Calendar Tab to your Lightning App for quick reference
• Create List Views on objects to filter data to display on your calendar
• By default, your calendar will display events only but you can create various calendars to display important information such as Tasks or Campaigns
• You can control the colors of each calendar by clicking on the drop-down to the right of the calendar name

Adding Calendars to your calendar tab - Tasks

• From the calendar page, click on the gear icon to the right of My Calendars and choose New Calendar

• To add a calendar showing the tasks assigned to you, choose Task as the object.

• At the next screen give the calendar a name My Tasks.  choose Due Date Only (Date) as the Field for Start.  Leave the Field for End blank.  In the Field Name to display choose the Subject field.  Save the new calendar.

Adding Calendars to your calendar tab - Campaigns

• From the calendar page, click on the gear icon to the right of My Calendars and choose New Calendar
• Choose Campaign as the object.
• Choose Start Date as the Field for Start 
• Choose End Data as the Field for End
• Optional:  *Choose a filter to apply
• Choose Name as the Field Name to Display
• Save the New Calendar

*In the example below, I want to display all the training campaigns.  I have setup my Salesforce instance so that all training campaigns use the campaign record type of Training.  I then setup a list view on the Campaign object called Training Campaign that filters for only Campaigns of record type Training.

For more information about Calendars see: https://releasenotes.docs.salesforce.com/en-us/summer16/release-notes/rn_sales_activities_calendar_create.htm