Mass Update Tasks + Activities Tab + Create Multiple Tasks logo

Mass Update Tasks + Activities Tab + Create Multiple Tasks

By VersatileCapitalist, IncAdmin & Developer Tools

Rating
3.8
Reviews
117
Pricing
Free
Listed since
2011

About Mass Update Tasks + Activities Tab + Create Multiple Tasks

Mass Update Tasks + Activities Tab + Create Multiple Tasks

2: Post Install Setup Instructions: Step 1: Enable Activities Tab: Click on "+" (right most tab) | 'Customize My Tabs' | Add the Activities Tab.

Step 2: Add "Mass Update Task" button to Activities list view: Go to Customize | Activities | Activity Search Layouts | Activities List View | Edit the view | Add Button 'Mass Update Tasks'.

Step 3: To create multiple tasks for multiple records, add "Create Tasks" button to Leads, Contacts, Accounts, Opportunities and Cases list view. Go to App Setup | Customize | Leads/Accounts/Contacts | Search Layouts | List View | Edit the view | Add Button 'Create Tasks'.

3: Customization Instructions: Extend "Mass Update Tasks" and "Mass Create Tasks". Steps to add/remove various standard or custom task fields to mass update tasks and mass create tasks page.

Step 1: Goto Setup | Customize |Activities |Task Filed Sets |

Step 2: Edit Mass Update Tasks and/or Mass Create Tasks Field Sets and add/remove fields to Field Sets and Save.

4: Support and Feature Request: Please post your support questions and feature requests: https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001oYD

Highlights

  • Mass Update Tasks Due Date, Status or Task Subject or Assigned To
  • Create multiple tasks for multiple Leads, Accounts, Contacts, Opportunities and Cases
  • Activities Tab

Screenshots

Mass Update Tasks + Activities Tab + Create Multiple Tasks screenshot 1

Image 1 of 7

Pricing

Free.

Compatibility

Salesforce editions
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Developer
  • Salesforce Platform
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on November 2, 2010
Languages
  • English

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