My To Do List Overview
Morgan Volta
25 steps
5 minutes
1
Click here
2
Click "MY PEOPLE STARTING IN NEXT 2 WEEKS"
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Click here
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Click "My Activity This Week"
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Click here
6
For example, if I open up this follow up activity, I can go ahead and type up some notes.
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Click here
8
9
10
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Click "Ok"
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Click here
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Click "Calendar"
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Click here
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Click "My To Do List"
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This area will display any alerts you may have set up for yourself. In my example, I have many sequence alerts displayed.
18
Here we have the 'what have I done today' section. This will display any record you have clicked on today. You can easily open these records by clicking on the blue underlined links.
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My Calendar will display any pending, or completed activities. You can see I currently have it filtered to myself (administrator) but if you have the permission set, you can also see other user's calendars.
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You can also filter the timeframe, or whether you view the activities in a list view or calendar view.
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You can open, edit, or complete the activities from this section by clicking on them.
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They will highlight in green when completed.
23
Lastly, you can create new activities from My To Do List.
24
25
Just remember to link your activity to a record so it counts in your reports and dashboards.
My To Do List Overview
Morgan Volta
25 steps
5 minutes
1
Click here
2
Click "MY PEOPLE STARTING IN NEXT 2 WEEKS"
3
Click here
4
Click "My Activity This Week"
5
Click here
6
For example, if I open up this follow up activity, I can go ahead and type up some notes.
7
Click here
8
9
10
11
12
Click "Ok"
13
Click here
14
Click "Calendar"
15
Click here
16
Click "My To Do List"
17
This area will display any alerts you may have set up for yourself. In my example, I have many sequence alerts displayed.
18
Here we have the 'what have I done today' section. This will display any record you have clicked on today. You can easily open these records by clicking on the blue underlined links.
19
My Calendar will display any pending, or completed activities. You can see I currently have it filtered to myself (administrator) but if you have the permission set, you can also see other user's calendars.
20
You can also filter the timeframe, or whether you view the activities in a list view or calendar view.
21
You can open, edit, or complete the activities from this section by clicking on them.
22
They will highlight in green when completed.
23
Lastly, you can create new activities from My To Do List.
24
25
Just remember to link your activity to a record so it counts in your reports and dashboards.
