Versions Compared


  • This line was added.
  • This line was removed.
  • Formatting was changed.


  • Navigate to Setup > App Setup > CRM > Task Groups.
  • Click the New button and provide a Name and Description (optional). 
  • Add Tasks into the Task Group using the options on the Task Group and choosing Add Task as shown below:

  • Use the merge setting to add merge fields to your Tasks within a Task Group. 

Image Added

  • Once your Tasks are created you can view them by clicking on the number under the Tasks column. In the popup, you can add more Tasks, Delete Tasks, or edit each Task.