TT Tasks


A Task is an activity that needs to be completed. It can range from a simple action like sending an email to a more complex task like developing a new product feature.

  • Tasks can be created by anyone in the organization, including yourself.
  • They can be assigned to individuals or groups based on the requirements.


TT Task Assignments


An Assignment is a task that has been specifically assigned to an individual or group.

  • Assignments are typically created by managers or supervisors.
  • They are assigned to specific individuals or teams for completion.
  • Assignments can be tracked and monitored in Salesforce’s Project Management module, allowing assigners to oversee progress and make necessary adjustments.

This setup ensures clear accountability and efficient task management within the organization.