View a list of tasks

  1. Open the View Tasks screen.
  2. In the View field, click and select the type of tasks to view.
  3. Press Tab.
  4. In the Company field, click to select one or more companies for which you want to view tasks. If no companies are selected, tasks are shown for all companies.
  5. In the User field, click to select the user whose tasks you want to view. If no users are selected, tasks are shown for all users.
  6. Click Retrieve.