How can I receive notifications about my tasks and events?

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• How to import Tasks and Events?

  Scenario 1:Tasks/Events related to other CRM records: Currently, you cannot import tasks and events related to other CRM records from the Activities module. However, you can import these records from Setup > Data Administration > Migrate from other ...

• Can I create tasks/events for other users?

  Yes. You can create tasks/events for other users. First create a task/event and then change the user in "Assigned To" field.

• How can I change the status of tasks and events to "Completed"?

  All the tasks and events that are not yet over, are listed under the Open Activities Related List and all the activities that are over, are listed under the Closed Activities Related List. Tasks refers to a piece of work that is required to be done ...

• How do I import Notes, Tasks, Events or Calls and associate it to other records?

  You can import Notes, Tasks, Events, and Calls using the Migrate Data from other CRM feature. While importing, you may have to associate the imported notes, tasks, events or calls with other records in CRM. In order to do so, you need to have the ...

• How do I import Tasks or Events and associate it to other records?

  You can import Tasks, Events and Calls only by using the Migrate Data from other CRM feature. While importing, you may also have to associate the imported tasks, events or calls with other records in CRM and assign them to different users. See ...