How do I view Tasks in Home Page?

Updated on December 29, 2015 12:10AM by Admin

First, you need to configure Views settings in order to view your Tasks in home dashboard.

Steps to view Tasks in Home page

  1. Log in to your account.
  2. Click on “Tasks” from left navigation panel.
  3. You can view tasks dashboard with following views:
    • Calendar View
      You can view tasks based on calendar format. You can view tasks based on Day, Week and Month.
      tasks calendar view
    • List View
      Tasks organized in the List view as shown below:
      • Overdue tasks - List of tasks that are overdue.
      • Today’s tasks - List of tasks to be completed today.
      • Completed tasks - List of tasks which has been completed.
      • Table View
        All your task details will be displayed in table format. You have an additional column “Associated With” that shows all the objects that the task is associated with. For example, if a task is associated with a project and a customer, you will see those 2 objects in this column.

Related Links

Read also: