Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to add a task to a...
Microsoft Dynamics CRM (Archived)

How to add a task to a record?

(0) ShareShare
ReportReport
Posted on by USA80 2

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?

*This post is locked for comments

  • USA80 Profile Picture
    USA80 2 on at
    RE: How to add a task to a record

    Ah...yes you did.  However, I didn't understand the console part.  I would like to complete this with workflow...would it be possible for you to show me with screen shots?

  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: How to add a task to a record

    Hi,

    I think I've replied you on that.

  • USA80 Profile Picture
    USA80 2 on at
    RE: How to add a task to a record

    Here is a link to the other forum...if you could look at that I would greatly appreciate it.  Thank you.

    community.dynamics.com/.../838115

  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: How to add a task to a record

    Hi,

    lets create a new question, and mark your answer as verified.

  • USA80 Profile Picture
    USA80 2 on at
    RE: How to add a task to a record

    I did.  Creating a new form fixed the issue.  When my workflow runs the task that gets created shows up now.  Thank you for all of your help.  Can I bug you for a workflow question now?

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: How to add a task to a record

    Hi,

    i just tested in my environment, if i changed the value, the activities will not show up and vice versa. Did you publish the customization after import?

  • Verified answer
    USA80 Profile Picture
    USA80 2 on at
    RE: How to add a task to a record

    I just created a new form, based off the existing form and the new form shows tasks.  Something must have happened with the existing form.  I remove that form and just use this new one now.  Will see if my workflow with creating a task shows up.

  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: How to add a task to a record

    Hi,

    can you send this solution to alexfun901121@yahoo.com?

    i want to try in my environment.

  • USA80 Profile Picture
    USA80 2 on at
    RE: How to add a task to a record

    I was able to modify if, zip it back up, and imported back in.  I went to the Client Access entity, opened a record up, but don't see a spot for tasks still.  Same as before.

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: How to add a task to a record

    Hi,

    do you have notepad++? if yes, you can use that as well.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,575 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,493 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans