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Snoozing a Task or Step within a Play

Overview

When you have the right task or step available within a Play, but you need to complete it at another time, click the snooze button so that you can get back to it at a later date. 

 

Solution

Snoozing a task will snooze all the wait time and steps in the play. Snoozing a task will not make later tasks overdue once you complete the snoozed task.

Note: If you need to delay a large number of records at once, consider whether you should instead be Pausing Records within the Play.

 

To Snooze a Task

  1. Open an existing People, Account, or Task record.

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  2. Click the Snooze This Task

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  3. Select a future date to complete this task with the calendar.
  4. Click SAVE.
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  1. Priyanka Bhotika

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