New Task not appearing under Activity even though it is added to the page layout

Very helpful to clear up my uncertainty around the activity and task fields in Salesforce. Thank you!

Thank You Pratima :)

Thank you very much, 1 week trying solving this. Merci Merci merci

Hi Pratima! I would like to ask you what if we want to create a new task or event on opportunity, and auto populate the name field with name of that opp's contact's name, instead of searching from the contacts I want to see the opp's contact name by default. Is this possible? if yes, how? I really appreciate if you could give me an idea. Thank you!

hey Pratima thanks for the video. I have one critical doubt, I have added a new custom field called "Time" for the Activity(standard object). The custom field is made visible to all profiles and added to all the page layouts(Task and Event). But in the Opportunity or Lead detail page, in the actions bar, when I click on Log a Call, New Event or New Task, the field which i have created (Time ) field is not visible on these. Please let me know what should I do, Kindly help thanks !

Good video

Nice video

Hey, Thanks for the video, its very useful! Can we add the Save and New button in the activity timeline pannel?

I have created a custom field in Activity object but I want the field in event object, how to handle this

Very helpful Pratima.... Your explanation was clear and understandable. I was able to complete my Task, no pun intended. 😃

Thanks

Pratima, I come across this problem today, you have the right content! Thank you very much.

Very helpful.

Thanks for the video! It seems like the Profiles page layout under Setup has recently changed through and I'm unable to find where to edit the Tasks Record Types. Any suggestions on how to navigate to this now?

Great video! Thank you.

HI Pratima, thank you for the video. I have a question. How should I do that when I have say around 20 record types for task. In the global action I can only select one record type right? what about the rest? There can be a lot of profiles who shares or don't share a record type. Then how can this be done?

Great job Pratima

Can I just say, thank you SO MUCH for this video. I've been searching for this solution forever.

You speak only Hindi

Superb!!!!!! Helped a lot. Saved me from getting more headache. Many thanks