Do you want to learn how to create a task list view Salesforce Lightning to filter the task?
In this Salesforce tutorial, I will explain the Salesforce task list view. I will also explain how to create a new task list view in Salesforce Lightning.
Task List View Salesforce
In Salesforce, tasks object is used to record the to-do items that need to be performed by a user to whom they are assigned. If you want to filter the stored tasks on the specific criteria for this, you need to create the list view.
How to Create a New Task List View in Salesforce Lightning
The following are the steps to create a new task list view in Salesforce:
Step-1: Click on “App Launcher”, find and select “Tasks”.
Step-2: Click on the “Gear” icon and select “New” from the “List View Controls” dropdown.
Step-3: Enter the “List Name”. For example, you can enter “High Priority Progress Status”. The “List API Name” is the name used for development purposes, and it is automatically set based on your list view name.
After that, set up the list view sharing options. The view can be private, shared with all users, or shared with a group of users.
Finally, click on the “Save” button.
Step-4: On the left side, you will get the “Filters” pop-up window. If you don’t get click on the “Filter” icon.
To add the filters, click on “Add Filter” and specify the filter criteria.
For example, you get the high-priority tasks set the “Field” as “Priority”, the “Operator” as “Equal”, and the “Value” as “High”.
And then click on “Done”.
Step-5: You can also add one more filter; for this, click on “Add Filter”. For example, I create one more filter with the “Field” as “Status”, “Operator” as “Equals”, and “Value” as “In Progress”.
Then click on “Done”, and after that, click on the “Save” button.
You can see that you have successfully created a list view named “High Priority Progress Status” that shows all the “Tasks” with “High Priority” and “In Progress Status”.
Conclusion
I hope you have learned the concept of list view in tasks in Salesforce. I have explained step-by-step how to create a task list view in Salesforce Lightning.
You may like to read:
- Assign Tasks in Salesforce Using Apex
- How to Import Tasks or Events into Current Records in Salesforce via Data Loader
- How to Create Task using workflow Rule in Salesforce
- How to Enable and Create Recurring tasks in Salesforce
- How to Create a Public Link to Share Files in Salesforce
Tanya is a Salesforce consultant working in a reputed organization and holds expertise in both Salesforce administration and development. She has experience in Salesforce integration, reports, dashboards, automation data analytics, etc., and trained hundreds of Salesforce enthusiasts and delivered various Salesforce projects and solutions. Read more | LinkedIn Profile
