Work Task Queues
Pick a time horizon
Section titled “Pick a time horizon”Open Tasks from the main sidebar. The task toolbar groups work into Today, Overdue, Future, and Completed. Each tab displays its own count, so start with Overdue for follow-up risk or Today for the current workday.
Use the task search field to narrow the current tab. Switching tabs clears the active search and bulk selection, preventing an action intended for one queue from carrying into another.
Open the linked work
Section titled “Open the linked work”Select a task to open its detail. A task linked to a contact opens that contact context; a deal-linked task opens the related deal context. Use the detail pane before completing an unfamiliar task so the activity is recorded against the right record.
Complete selected tasks
Section titled “Complete selected tasks”Use the task action controls for the available task updates. When selecting a group, confirm both the selected count and the active tab before applying a bulk action. A completed task belongs in the Completed view; reopening work is preferable to creating a duplicate reminder when the original task is still relevant.