Goal: Create Object-Specific Action with name: Close Task to :

Use case:

• Provide users an action for closing a task without requiring them to go to a full edit page
• Make sure that the task has a due date before it can be closed

Make sure:

• Some fields (like Task.status) is populated

Steps:

1. In the object management settings for activities, go to Task Buttons, Links, and Actions.
2. Create New Action with:
   • Action Type: Update a Record
   • Label: Close Task
   • Success Message: Task is closed!

3. Edit the Action Layout:

   • Check the required fields
   • Make certain fields (Due date) required

4. Add this in the Task Page Layout:

   • Add this action Close Task from Mobile & Lightning Actions section into Salesforce Mobile and Lightning Experience Actions

5. Test:

   • Desktop
   • Mobile