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Task lists and assignment

Key Takeaway

A task can have only one owner at a time. To give the same task to many people, add multiple assignees when you create it, and each person gets an independent copy that they own.

A task is a to-do item in Salesforce, such as a call to make or a report to submit. Task lists show users what they need to work on. Assignment decides who owns each task, who else can still see it and who gets notified. Salesforce admins need to know how ownership, delegation, bulk assignment and task queues behave, so they can choose the right setup for a team.

Who owns a task and who can still see it

A task can have only one owner at a time. By default, Salesforce assigns a task to the person who creates it. Anyone can reassign a task to a coworker.

What you see after you reassign a task depends on where the new owner sits in the role hierarchy.

If the new owner is below you in the role hierarchy...

You still see the task in the Delegated view of your task list.

If the new owner is anyone else...

The task no longer appears in your task list.

Managers can view tasks they assigned to people below them in the role hierarchy. They can also use reports to view the tasks of people below them, but they can't edit those tasks through reports.

Platform Administrator Study Guide

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Describe the capabilities of activity management (tasks, events)

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Tasks versus events

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Task lists and assignment

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Group tasks versus event invitees

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Recurring tasks and events

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Activity reminders and notifications

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User, public, and resource calendars

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Calendar sharing and visibility

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Activity roll-up to related accounts

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Activity sharing and access

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Reporting on tasks and events

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