Tasks on Schedule

Create, assign, complete, and link tasks to contacts, leads, deals, and meetings.

5 min readUpdated July 2026

Before you begin

You need permission to create tasks. Some roles can only complete or edit tasks assigned to them.

Video walkthrough placeholder for creating, assigning, linking, and completing tasks in Flowforce Schedule.
Video: Tasks on Schedule
Video walkthrough placeholder for creating, assigning, linking, and completing tasks in Flowforce Schedule.

Create a task

  • Open Schedule
  • Click the plus menu
  • Choose Task
  • Add title, due date, priority, assignee, and linked record
  • Save the task
Task creation form with title, due date, priority, assignee, linked record, and save button.
Task creation form with title, due date, priority, assignee, linked record, and save button.
Schedule all-items view showing an assigned task with due date and status.
Schedule all-items view showing an assigned task with due date and status.

Complete a task

  • Open the task from Schedule, Dashboard, or the linked record
  • Review the context before marking complete
  • Click Complete or update the task status
  • Add a note if the task outcome matters for the timeline
Task detail panel with complete action, linked contact or lead, due date, and notes.
Task detail panel with complete action, linked contact or lead, due date, and notes.

What you should see

Open tasks should appear for the assignee. Completed tasks should stay visible on the linked record timeline for history.

Common issues

  • Cannot assign — your role may not include assign permission
  • Task not visible — check assignee and date filters
  • Task appears at the wrong time — check timezone settings

Ready to try this in FlowForce?

Start free — set up your workspace and follow along with this guide.

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