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.
Written by Team WealthboxUpdated over a week ago