Beyond the Tasks screen, tasks surface in two everyday places: the Home page (your own tasks) and on profiles (tasks tied to a specific person or organisation).
My Tasks widget on the Home page
- The Home page includes a My Tasks widget that shows the tasks assigned to you.
- It gives you a quick view of your workload without opening the Tasks screen.
- New tasks assigned to you appear here automatically.
- Use it as a daily starting point, then open Tasks for views, filters, and the full table.
The Tasks tab on profiles
Every Person and Organisation profile has a Tasks tab that aggregates the tasks related to that Contact.
- The Tasks tab lists tasks assigned to that person and tasks that mention them.
- This includes tasks where the Contact was tagged in the description, even if they are not a user.
- Open a profile and go to the Tasks tab to see everything related to that Contact in one place.
Finding tasks for a person
- Open the Person (or Organisation) profile.
- Go to the Tasks tab.
- Review tasks assigned to or mentioning that Contact.
This is the fastest way to answer "what tasks involve this customer/member?" without filtering the main table.