How to Use My Tasks
My Tasks is the Task workspace’s counterpart on the Home workspace. It shows you your Tasks that are Due Today. It also shows you Overdue Tasks looking back as far as 90 days.
It shows a collapsed entry for each Task.
Each collapsed entry shows:
- If it is overdue.
- The description of the Task.
- Who it is for.
- The start and due dates of the Task.
You can expand each entry to get several additional buttons.
- Go To Contact takes you to the record of the people it is for.
- Mark Complete will change the Task’s status to completed.
- Delete will remove the Task from your system.
- Edit opens the Task for editing.
- Add Follow-up in the 3-dot menu allows you to create a follow-up Task.
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