How to add and complete follow-up tasks on My tasks

Name: Arkon One: How to add and complete follow-up tasks on My tasks
Duration: 56 s
Description: How to add and complete follow-up tasks on My tasks. A step-by-step walkthrough of the screens, buttons and fields involved.

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How to add and complete follow-up tasks on My tasks. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

Open My tasks.
Under Add a follow-up task choose the Customer, type what needs to happen, set the date and press Add task.
Tick the box next to a task to mark it done; use the box in Recently completed to reopen it.

Tip

Tasks are grouped as Overdue, Due today, Upcoming and No due date; the Owner filter picks whose tasks to show. Tasks added from a customer, opportunity or quote (type Follow-up task) also appear here, and the menu counter shows overdue and due-today tasks.

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