Displaying the My Tasks Component

Tasks are specific actions users need to track and complete as part of their work. They can be created from user tasks or by Creating Follow-up Activities on the Call Report. The My Tasks component provides end users a central place to view and access their current and overdue tasks, enabling them to stay organized and complete tasks on time.

Who can use this feature?

  • iPad Users
  • Users do not require an additional license
  • End Users

Configuring the My Tasks Component for

Using the My Tasks Component as