Creating a Workflow Task

Select a record type and click Next.

Note

You can associate Task with workflow rules or approval processes for the same object type.

1. Select an Assignee.
2. Enter a subject for the task.
3. Enter a Unique Name.
4. Specify a due date, status, and priority.
5. Check Notify Assignee to send an email notification when the task is assigned.
6. Check Protected Component to mark the task as protected.
7. Enter any comments to add to the task.
8. Click Save.