Manage your tasks to easily track everything you need to do and create custom tasks to organize your schedule. See your daily, weekly, monthly & completed tasks. You also have the ability to add new tasks at any time and customize how you see tasks based on priority, due date & client name. The task list is only viewable by you and cannot be seen by other users in your organization.
- Click the user name in the upper right corner to open the user profile menu.
- Click My Tasks.
- The My Tasks page opens with links to current My tasks and Completed tasks.
- Tasks display on a page grid and are organized by Priority, Task Name, Due Date and Client.
- Click Customize Grid to customize the grid columns.
Learn MoreAdd or Edit Task
Mark Task as Complete or Incomplete