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MME Technology Blog

Adding Comment Field to Lightning Task Object

[vc_row][vc_column width=”2/3″][vc_column_text]Transitioning Salesforce Users from Classic to Lighting is difficult. Salesforce Classic is like Coke Classic; users love it and they don’t want to change even if New Coke/Lightning might objectively be better. Lightning makes the transition even harder because the out-of-the-box Lightning interface is clumsy. Lightning also lacks Classic features that users had come to expect and rely upon.

One major missing Classic feature is related to the Task Object. Out-of-the-box the Comment field that users had come to expect in the Classic Task Object is missing in Lightning.

Out-of-the-Box Lightning Task Object Lacks Useful Comment Section Included in Classic Version

To add the Comment field into the Lightning Task Object for Lead / Account / Contact / Opportunity / Case or Custom records, please follow these steps:

1. Visit Setup -> User Interface -> Global Actions

2. Click on New Task Label to open it (last in the list above)

3. Click Edit Layout

4. Drag Comments field on Page Layout

5. Click Save (then answer yes to question related to Priority)

Give this Global Action a few minutes to take. With Lightning, an update to a global setting doesn’t propagate immediately.

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