While we recommend always using our Weflow web app, we understand that sometimes, there is no way around using Salesforce.com directly. But even then, Weflow has got you covered.
1-minute tutorial video
Step-by-step guide
1. Install the Weflow Chrome Extension
Make sure to have the Weflow Chrome Extension installed
You can always get the latest version here
2. Open the detail page of a record
Go to your Salesforce Lightning record page
Click on the "Open in Weflow" button
3. Or add tasks or notes
Alternatively, you can also add tasks or create notes directly via the buttons (see above)
Alternatively, you can also use the panel (click "Open in Weflow") and use the quick actions to add a task or create a note