Link Policies to Tasks
Now, while adding tasks, you can select policies and map them to tasks associated with a particular account, contact, and deal card To view the
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tasklist
Analytics in Task listÂ
Update – The Tasklist Analytics or task count will be shown in the List view Use case – View analytics on tasks and obtain a
Tasklist
In this article, you will learn: Tasklist module in left navigation Assign and Track task Map External Contact in Task Tasklist Enhancements- Multiple assignees, Attach
Task Templates
In this article, you will learn: How to edit Task Template: How to share Task Templates: How to delete Task Template: How to use Task
My Task List: Dashbaord
My Task List widget is available under Activity Dashboard: Don’t let any task fall through the cracks! Manage all your tasks/todo in one place or
