---
title: Tasks
slug: prospect/tasks
description: Create and manage follow-up tasks automatically in Unaric Prospect based on new enriched leads in Salesforce.
image: https://archbee-image-uploads.s3.amazonaws.com/10Nod6Ww95R3dPr0k0TCJ/IXasW-SqePb2jmQNqgAco_unaric-prospect-1.png
icon: {"faIcon":"fa-solid fa-list-check"}
docTags: 
createdAt: 2024-06-12T19:23:20.394Z
---

Use Prospect to create Salesforce tasks from messages, or any highlighted text on any website where you interact with candidates. You can create tasks from any website.

## Creating tasks from selected text

1. Use your cursor left-click and drag to highlight the page text you want to create a task from.
2. Right-click (or secondary click on Mac) to open the browser contextual menu and hover over **Prospect For Salesforce** menu.
3. Then select the **Create a Salesforce Task for "\[*****highlighted text*****]" **option. A **New Task **Salesforce window will open with the text you selected prepopulated into the *Comments* section.
4. You can fill in additional task information. Click on the **Save** button to finish.

:::hint{type="info"}
If you are viewing a single matching Salesforce record at the time, Prospect will attempt to auto-populate the Related To (Contact, or Lead) field in Salesforce for you. 
:::

## Creating tasks from matches

1. If there are multiple matches, Prospect will show you a list from which you can select a record to associate the task.

   ::Image[]{src="https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/ejESYkQHGt8ho4e9x1TwO_screenshot-20240626-205026.png" size="68" width="446" height="494" position="center" darkWidth="446" darkHeight="494" showCaption="false"}
2. Click the **Create Salesforce Task **button**.  **A** New Task **Salesforce window will open with the text you selected prepopulated into the *Comments* section.  If the *Related To* value is not populated, you can always search and link the message to any Salesforce Object using the *Related To Lookup (Name)* field within the **New Task** screen.
3. Click the **Save** button to finish.