When you first log-in to Salesforce or return to the Home tab, one of the panels that you will frequently see is called Today’s Tasks.
On it you can see all the tasks that you personally need to attend to today.
On Today’s Tasks panel, you can also click on the Menu button to see other options. For example, you can see your tasks, overdue tasks, or those tasks completed within the last 7days etc.
As you hover over details in a task you will be presented a pop-up window which displays some of the details pertaining to the task. For example, the contact details of a contact associated with the task.
The easiest way to create a new task is to use a Global Actions button. That’s the plus symbol at the top of your Salesforce page. Click it and then select New Task from the menu.
In the New Task window, you can enter the Subject of the task, specify a Due Date and even assign it to another staff member.
By default, a task will have a status of Not Started when it is created. As you progress a task you should update the status along the way. For now, we will leave that as Not Started.
When you’ve completed specifying the details of the task click on the Save button. You will now see the task in the Today’s Task section when you have the appropriate filters active. If you don’t see your task, try clicking on the View All button.
There are a variety of other functions you can perform with tasks including updating their status, editing comments, creating follow up tasks or creating a follow up event. These and other capabilities are described in Salesforce training manuals and trailhead modules. Please refer to them for a full range of actions and capabilities.