Agentic demo automation is here.
Meet Lily
This interactive demo was created free with Storylane in 2 minutes. Create your own demo
This interactive demo was created free with Storylane in 2 minutes. Create your own demo
Start free

How to Create a Task in Salesforce

‍

Here is a step-by-step tutorial to create a task in Salesforce:

  1. Navigate to Accounts > All accounts in the menu bar.
  2. Select the account to which you want to add the tasks.
  3. Click on the green Add Task icon on the right column.
  4. Input Subject, Task Subtype, and Due Date for your tasks. And make sure to assign a Task Owner as well.
  5. Add an associated Contact from the Account.
  6. You will get a success prompt saying your task was created.

‍

Also learn how to create a report in Salesforce.

Similar Articles

How To Deploy Automation Sequences In Salesforce

How To Organize Product Categories In Salesforce

How To Create Action Buttons In Salesforce

Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Chrome Extension Icon
Try our Chrome extension
DOWNLOAD

Desktop app for macOS
DOWNLOAD
Backed by
Y combinator
AICPA SOC
GDPR
Products
Guided DemosSandbox DemosDemo Hub
Featured
Account RevealPersonalizationIntegrations
Solutions
EnterpriseGrowth & Demand
MarketingProduct MarketingSalesPresales
Resources
BlogTutorialsHelp DocsWhat’s NewDemo DundiesPlaybooks
Company
CareersPricingPartnersContactTrust CenterDemo Abuse
Customers
Demo ShowcaseCase Studies
Built in San Francisco Bay Area - ©2025 Storylane
Backed by
Y combinator
AICPA SOC
GDPR
Privacy PolicyTerms & Conditions
X Corp (formerly Twitter)LinkedIn
This website uses cookies to ensure you get the best experience on our website. Learn More
Got it