The Task List allows you to organize and manage all of your Tasks. Track what needs to be done on a week-by-week basis, stay organized and focus on what’s important.
Task List Page
- Create Task
- See the Create meetings article for details
- Task Tile
- The Task Tile shows the key details of your Task
- Task Title
- Related Meeting (if any)
- Company (if an Opportunity exists for the Related Meeting)
- Due Date
- Pre-meeting or Follow-up Meeting flag
- Assignee Avatar
- Click the Task Tile to open the Tasks page
- The Task Tile shows the key details of your Task
- Avatars & Status Indicator
- See the Avatars & Status Indicator article for more details
- Sorting
- Tasks are organized the week in which they are due
- You can adjust the sorting to show Tasks due today
- Filter
- All | To Do | Completed Toggle
- ‘To Do’ displays your outstanding Tasks
- If you have assigned a Task to someone, but not yet sent the Task Assignment Emails, the Task will appear in the ‘All’ filter
- ‘Completed’ displays your completed Tasks
- ‘All’ displays all Tasks
- ‘To Do’ displays your outstanding Tasks
- Filter
- You can filter by who Tasks are Assigned To
- Assigned To Me – My Tasks (Self-assigned Tasks) and Tasks Assigned to Me by other messeji users
- Assigned To Others – Tasks you have assigned to other people
- You can filter by Important Tasks
- You can filter by Task type
- Pre-meeting
- Follow-up
- Other – Tasks not associated with a meeting
- You can filter by who Tasks are Assigned To
- All | To Do | Completed Toggle
Task List on Dashboard
The Task List on the Dashboard shows your next up Tasks. The Task List on the Dashboard is designed to give you a quick view of what you need to get done and help you prioritize.
- Next due Tasks will appear at the top of the list
- Click on a Task to launch the Tasks page
- Click on the VIEW ALL button to launch the Task List
- Adjust the Sort By filter to invert the list
- See the Avatars & Status Indicator article for more details
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