Follow the steps below to add a new Task to a Salesforce record from Outlook.
Adding a new Task to a Salesforce record from Outlook
1. Click the Ebsta button in the Home menu to open the Ebsta side panel.
If you are using Outlook online, click New Message and at the bottom of the compose pane, click the Ebsta button to open the Ebsta side panel.
2. Click the + button in the Ebsta side panel and select Create a New Task.
3. Salesforce will open in a new browser tab and a New Task window will automatically be open for you to complete in the usual way.