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Sara LamotheSara Lamothe 

Customize "What" dropdown field on Tasks

Hi everyone,

We always related our tasks to a project in the "What" lookup field. By default, the dropdown menu suggest Opportunity. That forces us to change the selection every single time we enter a task.

Is there a way to make "Project" as default selection? I don't mind that all the others suggestions stay in the menu, but I would like to change the default selection.

Is that possible?
Thanks
SandhyaSandhya (Salesforce Developers) 

Hi,

This idea has been raised refer below link.

https://success.salesforce.com/ideaView?id=08730000000BrBvAAK
 

I have not tried but there is a app in appexchange which may help  you.

https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wj3REAQ

 Please mark it as solved if my reply was helpful. It will make it available for other as the proper solution.
 
Best Regards
Sandhya