Tasks are scheduled work items that can be created by or assigned to any user within your firm. When creating a task, you can grant access to multiple users. Co-workers can then keep each other abreast of their progress by updating the status of their tasks.
Using filters, you can quickly sort tasks by a number of different fields, such as priority, status, category, or relation to a client, prospect, or account.
You can also add a Tasks widget to your Home page. The Tasks widget displays upcoming tasks and their due dates and provides a quick link to the Task Summary page. Click 
here for information on adding the Tasks widget to your Home page.
See Also