New Task


New tasks may be created as a result of an automation that executes on a Lead. To pre-create a task go to Settings > App Setup > Tasks.


View your created tasks in the table at the bottom of the page:

Once you've pre-configured tasks, see this page for more information on using the Create Task action in an Automation. 

Using Task Type

To use the "Type" field with your task enable field visibility within Salesforce.com on the profile of your Master Sync Account only. See the Salesforce.com installation guide (Group / everything else) for more details on how to do this.