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User Guide

  • Sales Automation
    • Introduction
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    • Tasks Management
    • Track your Team’s Activities
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  4. Tasks Management

Tasks Management

To have a Calendar Task View:

  • Click on Calendar in the Display Picklist

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  • Have a view of the calendar with all the tasks inside.

//help.cirrus-shield.com/wp-content/uploads/2017/08/image_2019_03_20T10_08_39_242Z.png

  • Click on any task in the calendar.
  • The Detail Page of the Task will open.

//help.cirrus-shield.com/wp-content/uploads/2017/08/image_2019_03_20T10_09_00_003Z.png

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Updated on July 5, 2019

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