Tasks
Tasks are used in Catalyst to assign, track, and complete pieces of work linked to records.
Depending on your permissions, you may be able to view tasks, complete tasks, reassign tasks, create manual tasks, and manage task-related activity from the Workspace.
The following articles explain the most common task-related actions and features.
Working with tasks
Finding and viewing tasks
These articles explain how to find tasks, open them, review task information, and complete assigned work.
Creating and managing tasks
These articles explain how users can create manual tasks from a record and reassign existing tasks where permissions allow.
Things to remember
- Task visibility depends on your permissions and assignment.
- Some tasks are created manually, while others are created automatically by workflows.
- Tasks are usually linked to an Object record.
- Completed tasks may still be available to view, depending on your permissions.
- Reassignment options depend on user visibility and access settings.