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Where can I view my tasks?
Where can I view my tasks?
Wealthbox Team avatar
Written by Wealthbox Team
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 Home page, or a complete list can be viewed by navigating to the tasks section from the left-side navigation panel. 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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