How to Navigate Today's Tasks on the Dashboard Overview Tab

*Note: Be sure to set up Task notifications to be sure the system apprises you of Tasks coming due via desktop, email, or text notification.

Staying organized with tasks is essential for success in business! 📈✨ The Task tool offers a variety of options, including general tasks, calls, meetings, emails, and text tasks. You can easily organize your tasks using the handy Sort-by, Filter, and Columns features! 🗂️

In this guide, you'll discover how to:

• Locate, edit, or delete your Today's Tasks 🗓️

• Access all your tasks with ease 🔍

• Set the duration for each task ⏳

• Add new tasks quickly ➕

• Find answers to frequently asked questions (FAQs) ❓

Want to stay on top of your day? You can swiftly review all tasks due today, edit any task in "Today's Tasks," and check out the three types of task statuses: To Do, Completed, or All (which includes both To Do and Completed tasks)! ✅👍

Let’s get organized and make your productivity soar! 🚀🌟

Step 1

Click on the Dashboard four-square icon on the top left of the system tools.

Step 2

The Dashboard Overview tab will open by default.

Step 3

You will see "Today's Tasks" directly underneath the tile for "Prospects." The information shown will include the task's Title and Due Date.