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

  1. Updated Add Task form with a cleaner layout and clearer field labels.

  2. Use new and updated features like Recurring Tasks from across all interfaces.

  3. 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.