Tasks: Dashboard Card

The Tasks Dashboard Card allows you to view all of your Upcoming and Overdue Tasks. The card will show the following:

Type: email, call, follow up, meeting, etc.
Due Date: 1 day, 6 days, 2 weeks, etc.
Description: for example, "Discuss prior experience"

The Tasks Dashboard card essentially captures all of the information a User enters when creating a Task. Refer to the article on how to Create A Task.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us