Understanding Tasks
Tasks are used to notify users that an action is required. Tasks may be assigned to you during a Workflow, and they can be accessed in two main ways:
- Homepage Active Tasks
Tasks assigned to you are displayed in the Active Tasks box on your homepage. - Task List
Click the clipboard icon in the top navigation bar to view a list of tasks assigned to you. You'll also see a list of Completed tasks
In both cases, you can click on a task to navigate directly to the record that requires your attention.
Notifications for New Tasks
When a new task is assigned to you, you may also receive a notification via email. Additionally, a badge will appear over the task icon in the upper-right corner of the screen, indicating that new tasks are awaiting your attention. This ensures you stay informed and can prioritize your actions effectively.