How can I view the tasks assigned only to me?
The My Tasks section on the home page allows you to see all the tasks assigned to you across all the projects in that portal.
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Tasks
Sometimes, a ticket might involve multiple technician work. In that case, the ticket can be divided into several tasks and each task can be assigned to a technician/group. For example, consider a scenario where a new employee joins the organization. ...
Whom are the imported records assigned to?
The imported records are assigned to users based on the import option that you select. Import my Records – If you import records using this feature, all the records will be assigned to you. Import my Organization's records – If you import records ...
Create Tasks
A task is a specific piece of work required to be done within a given time frame. They are listed in the CRM's Home page of the user, Activities home page and in other related records. Availability Profile Permission Required: Access to the ...
Workflow Tasks
Workflow Tasks are assigned to the users when the associated workflow rules are triggered. A workflow task can be associated to a workflow rule, when you want to create a task and assign it to a user, upon triggering the rule. Availability Profile ...
Timer for Tasks
You can start a timer for tasks to record your actual working hours. After completing the task you can stop the timer and your entries will be automatically logged in the timesheet. And we also have a global timer widget for your task and bugs that ...