Task Management
Tasks help you track work that needs doing and hand it to someone else in the instance.
Review the tasks assigned to you
1. Click the notifications icon in the top right corner. The Notifications panel opens on the New tab.
2. Click the Tasks tab.
Click a task to see its details, and mark it Done when you have finished it.
Create a task
1. From the Tasks tab, click New Task.
2. Give the task a Title, choose who it is for in Assign To, and describe the work in Details. All three are required.
3. Optionally set a Due Date.
4. Set the URL where the work should happen. Choose This Page to use the page you are on, or Custom to enter a different address.
5. Click Save Task.
The task appears in the Tasks tab for you and for the person you assigned it to.
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