Manage Notes, Tasks and To-Dos in Salesforce Without Leaving Your Org

Salesforce admins and developers have plenty to keep track of, but most of them manage notes, tasks and to-dos outside Salesforce. On any given day that means a validation rule to fix before Friday’s demo, a deployment waiting on approval, a permission set to check in the sandbox and a ticket to follow up on. Here is how it usually plays out:

• What needs tracking: the field to circle back to, the deployment you are waiting on, the ticket you promised to follow up on by Friday.
• Where it lives today: a Notepad file on the desktop, sticky notes on the monitor, a personal notebook or a reminders app on the phone.
• The problem: every switch to another tool breaks your focus, and by evening you are not sure which note holds the task you promised to finish.
• The fix: Dev Console’s Task Tracker lets you manage notes in Salesforce along with tasks, subtasks, due dates and priority flags, all inside your org.

This guide explains why that gap exists and shows, step by step, how to manage notes and tasks in Salesforce with the Task Tracker.

Real Problem: Your To-Do List Lives Outside Salesforce

If you spend your day inside Salesforce building flows, fixing bugs, fielding admin requests and running deployments, your actual task list rarely lives there. The tools most people fall back on each solve one small need and miss the rest:

• Notepad or TextPad: a running scratch file of “things to do today,” with no structure, no due dates, and no way to mark something done except deleting the line.
• Sticky notes: physical or digital, great for a quick reminder, terrible for anything you need to look back on next week.
• Notebooks: reliable for jotting things down mid-meeting, but not searchable, not shareable and easy to leave at home.
• Reminder apps: better than nothing, but disconnected from the Salesforce work the tasks are about, so you keep switching tabs and apps to match a reminder to the record, flow or ticket it relates to.

None of these are built for the shape of admin and developer work: tasks that reference specific components, orgs or tickets; subtasks that need to be broken down and checked off one at a time; and urgent items that need to stand apart from the ones that can wait. None of them help you manage notes and tasks in one place either. So the tools end up half-used, notes get lost between the notebook, the sticky note and the phone app, and “did I already do that?” becomes a recurring question.

Why Salesforce Itself Doesn’t Solve This

It’s a fair question: doesn’t Salesforce already have Tasks, a To Do List and Notes? It does, but they are built mainly around sales and service activity on records (an Account, a Case, an Opportunity), not around an admin or developer’s working list of components, deployments and tickets. That leaves a gap for anyone who needs to manage notes and to-dos right next to their build work. That’s the specific gap Dev Console’s Task Tracker is built to close.

How BOFC Solves It

Dev Console has a feature built for exactly this: the Task Tracker, a personal daily task and notes manager that lets admins and developers manage notes and keep their actual working list in the same place they’re already doing their Salesforce work. It covers:

• Notes: quick, freeform notes you can create, edit and revisit anytime.
• Tasks and subtasks: break a task down into smaller steps and check them off individually.
• Scheduling: attach a date and time to a task or event, or book a meeting, so it doesn’t get lost in a general list.
• Important flags: mark the things that need attention first, instead of scrolling through everything in order.
• Filters: narrow your list in a few clicks to see only what you need right now.
• A single, centralized list: no more splitting your day across Notepad, sticky notes, a notebook and a phone app.

In short, it is one place to track, note and manage your daily work, without leaving the tool you’re already using to do that work.

Step-by-Step: Manage Notes and Tasks in Dev Console

Step 1 : Open BOFC In Salesforce, click the App Launcher (nine dots) and search for “BOFC Home.” Then click the Dev Console tab next to it.

Step 2 :  Navigate to the “Task Tracker” feature.  From the BOFC Dev Console menu, go to the “Task Tracker” tab.

Step 3 :  Landing page for Task Tracker – with options to add new tasks / subtasks, filter the task easily using multiple options, mark the task as important or book a meeting.

Step 4 :  User can perform multiple actions like:

• Create a new task : Click to add a new item, and choose whether it’s a quick task you want to track and complete. 
• Add details : Give it a title, add any description or context, and set a due date or schedule it as an event if it’s time-sensitive.
• Break it into subtasks (optional) : If the task has multiple steps, add subtasks underneath it so you can check them off individually as you go.
• Mark it important (optional) : Flag high-priority items so they stand out from the rest of your list.

Save the note or task — it now lives in your personal “Task Tracker”.

Step 5 :  Track, Filter and update daily : Return to the list throughout the day to check off completed subtasks, mark tasks done, add new notes as they come up, and review what’s scheduled or flagged as important.

Where Task Tracker Helps Most

Once you start using the Task Tracker, these are the situations where it helps most:

• End-of-day handoffs: instead of a scattered sticky note, leave a clear task with subtasks for tomorrow.
• Multi-step admin work: break a migration or config change into subtasks and check them off as you go, so nothing gets missed halfway through.
• Prioritizing a busy day: mark the two or three things that actually matter as important, instead of relying on memory or a notebook page you will flip past.
• No more tool-hopping: notes, tasks and schedules live in one place alongside the Salesforce work they relate to, instead of being split across four different apps.

Wrapping Up

Salesforce gives admins and developers plenty of ways to track other people’s work, but little built for their own daily notes and tasks. That is why Notepad files, sticky notes, notebooks and reminder apps have quietly become the real task-management stack for so many of us.

Dev Console’s Task Tracker brings that tracking into the same place the work happens. You can manage notes, tasks, subtasks, scheduling and priority flags in one list, without switching tools just to remember what’s next.

Ready to try it? Explore Dev Console and open Task Tracker from your org.

Frequently Asked Questions