Tasks
Tasks
The Task enhancement allows users to record specific actions that need to be completed, such as making a phone call, sending an email, scheduling a meeting, or following up with a customer. After creating and saving a task in the Scan app, it is then linked to the scan when it's saved as a Salesforce Lead or Contact.
The 'Task' enhancement can be found on the 'Continue to OCR' and 'Destination' screens.
Adding a Task
First, tap on the Task icon to add a task to your scan. Then, fill in the necessary details on the 'Add a Task' screen. When you're finished, just hit the save icon in the top right corner to save your task.
Once the task is saved, you'll see a checkmark above the Task icon, confirming that your task has been successfully recorded.
Tasks in Salesforce
To view a task that has been saved with a Lead or Contact, navigate to the specific Lead or Contact record in Salesforce, where the task will be displayed under the 'Activity' tab.
Clicking the task will show you the full task details.
