When the user receives a new task, a notification appears at the top of the screen.
You can view the notification text by clicking on the icon. The pop-up notification also includes a link to the “My tasks” subsection, intended to view all active tasks assigned to the user, and a Reply button. When you click the Reply button, an additional field is displayed in which you can enter a comment on the task.
To open the "My Tasks" section, click the button of the same name at the top of the window or follow the hyperlink.
In the window that opens, a list of all tasks assigned to the active user is available. When you click the All tasks button above the table, a complete list of tasks assigned to all users of the CRM system opens. You can filter the list by the value of any column by entering the corresponding value in the top row of the table.
If necessary, you can enter a text note for each task using the Comment button. When you click this button, an additional field will appear on the screen in which you should enter the text of the note and click the Submit button. You can enter multiple comments for one task.
Directly in the list you can change the Status of a task - for example, select the value "Ready" from the drop-down list when completing a task.