How to create tasks list view in Salesforce Lightning

In this Salesforce tutorial, I will explain how to create tasks list view in salesforce lightning step by step. Additionally, I will explain the steps to edit and delete the tasks list view in the salesforce lightning edition.

In salesforce, Tasks are to-do items that need to be performed by a user to whom they are assigned. Tasks can easily connect to leads, contacts, campaigns, and contracts.

And while working on salesforce, I get need to filter the tasks on specific criteria however, I don’t have a filter for this. So, I created a ListView in order to accomplish this. And addition to this I have also explained the steps of editing and deletion of the tasks ListView.

The following are the topics that we will cover in this Salesforce Tutorial.

  • How to create tasks list view in Salesforce Lightning
  • How to edit tasks list view in Salesforce Lightning
  • How to delete tasks list view in Salesforce Lightning

How to create tasks list view in Salesforce Lightning

In salesforce, Tasks are to-do items that need to be performed by a user to whom they are assigned. Tasks can easily connect to leads, contacts, campaigns, and contracts.

So, if you want to learn how to create a task list view in salesforce lightning follow the below-given steps:

Step 1: Click on App Launcher, find and select the Tasks.

how to create task list view in salesforce lightning
Open Tasks

Step 2: Click on the Gear Icon (⚙) and select New from the List View Controls dropdown.

create task list view in salesforce lightning
Create a New List View

Step 3: On the next screen, enter the List Name. Here, I named them High Priority Progress Status. The API Name is the name used for development purposes and this name is automatically set based on your list view name.

See also  Contact List View Salesforce [Lightning and Classic]

Step 4: Configure the list view’s sharing options. The view can be private, shared with all users, or shared with a subset of users. Here, I set it to All Users. Click on the Save button.

how to create list view for task in salesforce lightning
Filling Details of New List View

Step 5: On the left side we will get the Filters option. If you don’t get click on the Filter symbol. Then click on Add Filter and Specify Filter Criteria.

Here, I select the Field as Priority, the Operator as equal, and the Value as High. And then, click on Done.

create list view for task in salesforce
Applying Filter

Step 6: We also want to add one more filter so we click on Add Filter. This time I select the Field as Status, Operator as equals, and Value as In Progress. And then click on Done and Save.

create list view for task in salesforce lightning
Applying one more Filter

Step 7: To select the list view, click on the Recently Viewed dropdown and select High Priority Progress Status.

Step 8: It successfully created a list view named High Priority Progress Status and shows all the Tasks with High Priority and In Progress Status.

how to create a list view for task in salesforce lightning
Viewing Record

With this, we have learned to create a list view in Salesforce Lightning.

Read: How to Create a Task in Salesforce

How to edit tasks list view in Salesforce Lightning

Above, we successfully created a list view for the tasks in Salesforce. But now I want to make some changes to it. So for this, I have to edit this view.

If you want to learn how to edit the task list view in the salesforce lightning follow these steps:-

Step 1: Click on App Launcher, find and select the Tasks.

edit tasks list view in salesforce lightning
Search Tasks

Step 2: From the drop-down list (⬇), select the list view that you want to edit. Here, I select the view named High Priority Progress Status.

edit tasks list view in salesforce
Select the ListView that you want to edit

Step 3: Click on the Gear Icon (⚙). Select the Edit List Filters from the List View Controls.

edit tasks list view in salesforce lightning edition
Select Edit Option

Step 4: By default, the filter logic uses AND operator to filter out Priority and Status fields. But I want to modify the filter logic to the OR operator.

See also  MAX() Function in Salesforce | Calculate maximum value of field in Salesforce

For this, click on the Add Filter Logic and change the AND operator to the OR operator, and to save this change click on Save.

how to edit task list view in salesforce lightning
Edit Filter Logic in Salesforce Lightning

Step 5: It successfully shows the tasks according to the filters applied in salesforce lightning.

salesforce lightning edit task list view
ListView Edited Successfully

With this, we have learned to edit the tasks list views in Salesforce Lightning.

Read: New Task button not showing in Salesforce Lightning

How to delete tasks list view in Salesforce Lightning

Above, we have successfully created and edited a task list view. But now I don’t want this task list view anymore, so I decided to delete it.

If you want to learn how to delete a task list view in salesforce lightning follow these steps:-

Step 1: Click on App Launcher, find and select the Tasks app.

edit tasks list view in salesforce lightning
Select Tasks

Step 2: From the drop-down list (⬇), select the list view that you want to delete. Here, I select the view named High Priority Progress Status.

edit tasks list view in salesforce
Select the ListView that you want to delete

Step 3: Click on the Gear Icon (⚙) and select Delete from the List View Controls. If you want to delete it permanently click on Delete Button.

delete tasks list view in salesforce lightning
Deletion of ListView in salesforce lightning

With this, we have learned to delete a task list view in Salesforce Lightning.

You may also like to read the following Salesforce tutorials.

Conclusion

This tutorial taught us, how to create, edit, and delete a tasks list view in salesforce lightning. Also, we have covered editing the list view filter using the salesforce lightning edition.

See also  How to add lead source in salesforce

Additionally, we have also covered the following topics.

  • How to create tasks list view in Salesforce Lightning
  • How to edit tasks list view in Salesforce Lightning
  • How to delete tasks list view in Salesforce Lightning