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Microsoft Dynamics CRM (Archived)

How to add a task to a record?

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Posted on by 26

I have an entity called Client Access, and on the bottom of the record I have a spot for Notes and Activities, but I don't have a spot for Tasks.  How can I get tasks to show up?

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I have the same question (0)
  • David Jennaway Profile Picture
    14,065 on at

    Tasks are a type of Activity, so they will be displayed within the Activities

  • USA80 Profile Picture
    26 on at

    For some reason it isn't displaying there.  Any ideas why?

  • Suggested answer
    Arun Vinoth Profile Picture
    11,615 Moderator on at

    You won’t get Task as a separate tab like Notes or Activities.

    Create a Meeting, Email, Task by clicking (+) button from Timeline/social pane & all will show under the Activities tab.

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    33,628 on at

    Hi,

    the notes should be under the activities, did you click into it?

    did you try on different browsers? Try clear cache too.

  • USA80 Profile Picture
    26 on at

    Below is what I see.  I am not seeing Tasks.

    5618.pic.png

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    33,628 on at

    Hi,

    did you enable the activity under the entity you created? if no please go for it.

    community.dynamics.com/.../204302

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    33,628 on at

    Hi,

    in addition, you also can take a look below article.

    nishantrana.me/.../missing-activities-tab-in-social-pane-in-crm-2013

  • USA80 Profile Picture
    26 on at

    Yes, the box is checked.

  • USA80 Profile Picture
    26 on at

    How do I just export 1 entity.  Do I have to create a solution with that entity in it?  Once it is exported, where do I go to change the value?

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    33,628 on at

    Hi,

    create a solution, add the entitiy into it.After that,export the solution and extract it.

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