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 CRM page, provided they have the proper mapping-relationship with Leads/Clients (Related ID) and other CRM entities (What ID). You can use this option if you are importing data from other CRM systems.
Scenario 2: Independent Tasks/Events:
You can use the CRM - Outlook Plug-in to synchronize your tasks and events between Outlook and CRM.
Related LinksHow do I import Notes, Tasks or Events and associate it to other records?How do I set up reminders for my tasks and events?
Related Articles
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 ...
How can I receive notifications about my tasks and events?
When a task is created, there is an option to set reminders. You can set two types of reminders: Alert through email and alert through pop-up. See Also Set Reminders
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 ...