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How do I view tasks?

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View all your tasks by navigating to the task list view.

  1. Click 'Tasks' from the left navigation menu.
  2. In the middle panel, you will see a list of all your tasks.
  3. Select a task to preview it in the right panel.

View all tasks associated to a contact by viewing the 'Tasks' tab of a specific contact.

  1. Click 'Contacts' to open up the list of contacts.
  2. Select a contact in the contact list.
  3. Click the 'Tasks' tab to view all tasks linked to the contact.