Tasks

The Tasks page allows you to view the list of tasks for an individual user or for all users. You can view the task related information such as the name of the task, the date on which the task is created, and the name of the salesperson or user assigned to the task. The data on this page is displayed based on the value specified in these fields:

• Folder
• List View

You can use this page to:

• Create a new folder, using the New Folder option.
• Modify or delete an existing folder, using the Manage Folder option.
  Note: The Manage Folder option is available only when a specific folder is selected.
• Define a page layout, using the New View option.
• Modify or delete an existing page layout, using the Manage View option.
  Note: The Manage View option is available only when a specific list view is selected.
• Create a duplicate of the existing layout, using the Copy View option.
• Create a new task, using the New option.
• Delete a selected task, using the Delete Selected option.
• Close the selected tasks, using the Close Selected option.
• Search for a task, using the List View Search field.
• Modify a task, using the Edit option.
• Delete a task, using the Delete option.