Add Tasks To Planner screen (Modern, Salesforce)

Adds the specified tasks to the planner.

Good to Know

• Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

How to Start

1. In Salesforce, click AgilePoint Dashboard.

   
   
   

2. In the left pane, click Inbox > Tasks.

   
   
   

3. On the task list, select one or more tasks.

   
   
   

4. Click Add To Planner .

   
   
   

Fields