View Tasks on Mobile

My tasks displays

• Tasks assigned to me.

• Tasks I have delegated to others.

• Deal tasks where I am a deal team member.

To view your tasks,

1. Tap on My Tasks on the hamburger navigation menu.

2. You can change the date filters by tapping on the start/end dates or tap on the calendar to select pre-configured date ranges. The dates filters are based on task due date.

3. Find a task by using the text filter, status filter or the specialized filter.

       a. All Tasks - all tasks in the above criteria.

       b. My Tasks - in this filter, my tasks are tasks assigned to me.

       c. Other - in this filter, other are tasks I delegated or deal tasks where I am deal team member.

4. Pull the list to refresh the list if a task was recently created or edited to fit the filter critera.

5. Tap on a task to view more details or edit it.