Your tasks

The panel titled “Your tasks” provides you with a consolidated view of all the tasks you have entered or been assigned in the MioWorks.com system. Recording tasks helps you to remember to accomplish specific steps needed to close a deal, solve a customer problem or prioritize your day.   By clicking on the buttons at the top of the panel (1) you are able to quickly filter the tasks due today, this week, this month as well as overdue tasks.

workbench_tasks

Once you apply a filter the appropriate lists of tasks appear.  The first column is the due date of the task followed by the name of the contact associated to the task (2), you may click on the contact name to go directly to the contact detail page.   The title of the task (3) is displayed next.  You may click on the title to open the task and see the details.   The type of task is described and the current status of the task is also displayed.  Finally there are a set of action icons that allow you to quickly address your tasks.  The icons allow you to view the details of the task, edit the task, complete the task or delete the task.  By hoovering your cursor over the icons a brief description will appear.




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