Task records in SalesNOW store information about activities such as to-do items and reminders that you want to track through to completion. A task can have a due date, a start date and even a reminder date to help you manage your follow-up on your activities. To create a task, see Creating Tasks.
To display a task record, tap the Tasks tab in the Tab bar at the bottom of the screen. If the Tasks tab is not in the Tab bar, tap the More tab, and then tap Tasks. This will display the tasks list. Next, tap the record name to display a specific task record.
Task records in SalesNOW store a variety of information. The General Information is stored within the main body of the record. To edit the record's General Information, tap Edit at the top right of the screen, next tap the field that you want to edit. Make your change(s) and tap Done and then tap Save to save your changes.
Task records also store Related Information, such as custom information and contact & company associations. To edit the record's Related Information, scroll to the bottom of the page of an open task record and tap one of the related lists.