View My Tasks in a Deal

View My Tasks in a Deal


  1. Navigate to the Deals module. 
  2. Click on the Deal Name wherein you want to view the ‘My Tasks’. 

A screenshot of a chatDescription automatically generated

  1. Go to ‘My Tasks’ tab. 
  2. The system will list down all the Tasks categorized in Overdue, Pending and Completed under ‘My Tasks’ tab. 

A screenshot of a chatDescription automatically generated



    • Related Articles

    • View Upcoming Tasks for a Deal

      Navigate to the Deals module. Click on the Deal Name wherein you want to view the ‘Upcoming Tasks’. The system will show the task(s) which needs to be performed under the Upcoming Tasks tab.

    • View 'My Tasks' for an Account

      Navigate to the Accounts module. Click on the Account Name for which you want to view ‘My Tasks’. Click on the ‘My Tasks’ tab. The system will show all the tasks performed against that account for the logged in user under ‘My Tasks’.

    • View all My Tasks for a prospect

      Navigate to the Prospects module and click on it. Click on the Prospect Name for which you want to view the Task. Click on the My Tasks. On the right side My Tasks window will open with the Task.

    • View All 'My Tasks' for a Contact

      Click on the Contacts tab. Click on the contact name (for example, Anand Krishna) for which you want to view task history, as highlighted in the figure below. You will be directed to a new page where you need to click on the "My Tasks" tab which is ...

    • View 'Service History' in a Deal

      Navigate to the Deals module. Click on the Deal Name wherein you want to view the ‘Service History’. Go to ‘Service History’ tab. The system will list down all the Service history under ‘Service History’ tab.