The task list and the calendar show you what you should do today, tomorrow, or what you missed earlier.
How to find your tasks:
- Click on ‘tasks’ in the main menu on the top.
The task list shows you either your own tasks, or your team's or group's tasks, depending on your user type. Tasks are sorted by their status. If you want to find out more about the different task statuses, click here.
You can use the search bar, or filter for a specific team, user, task type or relations path.
In the top right corner of the task list, you find the option to switch between task list and task calendar. This is just a different view, the tasks shown are the same.
If you want to edit, delete or complete a task, please continue reading here.
Note: New, unaccepted Leads are not shown in your Tasks. Those Leads first need to be accepted.