'Create follow-up event' + 'Create follow-up task' buttons missing in Lightning - Ideas - Salesforce Trailblazer Community

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'Create follow-up event' + 'Create follow-up task' buttons missing in Lightning

Sales Productivity (Notes/Activities/Calendar )

According to "Productivity Features: What’s Not in Lightning Experience" page :
Lightning Experience doesn’t display the Create Follow-Up Event or Create Follow-Up Task buttons for creating an event or a task on a record. Instead, the composer on a record for an opportunity, a lead, an account, or a contact prefills the Name and Related To fields on events and tasks."

The proposed workaround is less appropriate than the original buttons Create Follow-Up Event or Create Follow-Up Task  in Classic, ie when user is displaying a task or an event.
These 2 buttons should be implemented in Lightning

Merge Idea · Flag

Latest Comment from Salesforce

  • Anand Rohra - 5 months ago

    Update: Starting with the upcoming Spring '19 release, follow-up events can be created from existing tasks.
    This is going to help Sales Reps reserve time on their calendar to accomplish tasks or follow-up on a task with an event. Key fields from the existing task are copied when creating the new event.
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