Understanding Tasks
A Task is a user review to be performed and completed in the system for a record. Tasks can be assigned to any type of record (Contract, Contact, Organization, Assignment, or Request). New tasks may be created manually from within a record's Tasks sub-grid or via the Tasks main grid and then associated with an existing record. Tasks may also be created via a workflow.
The Tasks icon in the toolbar
lets you see at a glance how many tasks you have been assigned.
Hover over or click on the icon to view a list of tasks.
Each entry includes the Task Type and Task ID, the External Org, the associated record (ID# and Title), the Status and Days to Due Date, the Assigned to and Assigned by user as well as the Due Date.
The following status icons may appear above the Due Date:
, 
, 
, or 
(within 7 days).Click on a task to open it and view additional details. NOTE: When the Task Notification toggle (For more information, click the Application Settings link) is OFF, clicking the task name in the list brings you to the Task details of the Task record.
Click the
to go directly to the parent record. NOTE: See note above regarding Task Notification toggle in Application Settings as clicking the button may bring you to the Task details if the toggle is ON.
The Task List
Sorting is also available as a separate panel on the Home page. The
button allows you to sort tasks in ascending or descending order based on Due Date.
To remove the Task List icon from the top Notifications bar, click the 
in the header of the list.
To restore the Task List icon back if it has been removed, click 
on the Task List panel on the Home Page.