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Today - Workflow Tasks to do today

When logging into your database, the default login page is your Today page (which is otherwise accessible by clicking Today from your Left Menu Bar: 

 

There are several sections to this page.  Here we'll take a look at the Workflow tasks to do today section:  

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Note that beneath your Workflow Tasks for today that you can click "View all my workflow tasks . . ." to see and work with all of your Workflow Tasks.

"Workflow Tasks to do today" Columns

Now we'll take a look at the columns displayed within this area: 

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Note that to sort your currently displayed Workflow Tasks by any particular column's data you just need to click that column header. 

We'll look at each of these  columns below:   

Actions Menu

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  • Edit Task will provide you with options to edit the Task's Name, who it's assigned to, its Due Date, and/or its Description.
  • Reassign To allows you to quickly update or remove user or team the task is currently assigned to.
  • Edit/View Step Comments allows you to edit existing or add new Step Comments.
  • Completion Notes 
  • Timeline displays a history of your interactions with this instance of the Workflow that the Task belongs to.

Workflow Name

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 This column displays the name of the Workflow that the Task belongs to. Click the Workflow's Name takes you to details for this instance of the Workflow.

Linked Contacts

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This column displays contacts linked to this Workflow (if any). If only one contact is linked to the Workflow, clicking their name here will take you to their contact record. If more than one contact is linked to the Workflow, hovering over that number in this column will display the names of those contacts. 

Step

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This column displays the name of the Workflow Step that this Task belongs to.

Task

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This column displays the actual name of the Workflow Task that is due today. Clicking the Task's Name takes you to details for this instance of the Workflow.

Task Due Date

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This column displays the due date that has been set for the Task (should be today's date when viewing on Today page of CRM in this section).

Complete

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The final column offers one-click completion of Tasks, if you've done what's necessary to complete them.

 

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