Tasks

Tasks is a Setup area where administrators configure the behavior of task records across the org, including default task assignment notifications, task close settings, and whether completed tasks are archived. Tasks are a core activity tracking feature used to manage to-do items and follow-ups.

Tasks is one of the most-used objects in any org - every meeting follow-up, every call to log, every reminder that something needs doing. The Tasks Setup area controls the org-wide behavior of those records: what happens when a task is assigned, whether assignees get an email by default, what the close behavior looks like, and how completed tasks are archived (or not). Each toggle changes the rhythm of activity logging across the entire user base.

The reason it's worth deliberate configuration is that activity capture is fragile. Reps who get spammed with task-assignment emails learn to filter them; reps who never get notified miss real assignments. Tune notifications to match the team's communication norms (do reps want a task email, or do they prefer a Slack notification routed by an integration?), align archival behavior with reporting needs (closed tasks count toward activity metrics for some periods), and revisit when the team's rhythm changes.