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Where can I view my tasks?
Where can I view my tasks?
Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago

Tasks are visible in multiple areas of the CRM. A snapshot of upcoming tasks can be viewed on the right-hand side of the dashboard, or a complete list can be viewed by navigating to the tasks section from the left-side panel of the dashboard. You can also view your tasks from your calendar by clicking on the “tasks” tab next to the “calendars.” Tasks are also viewed on the right-side panel of various CRM record pages (eg. contacts, projects, opportunities) when there is a task associated with the object.

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