Daily work
Tasks and My Day
Plan and complete time-specific work linked to CRM records
Tasks is the actionable work list. My Day provides a focused view of due and prioritized items while preserving record context
What this workspace includes
- Task list and filters
- Due date, priority, owner, and status
- Linked records
- My Day focus
Complete workflow
- 1
Review My Day
Start with due and high-priority work
- 2
Open the record
Understand the person, business, prospect, or deal
- 3
Complete the action
Perform the call, message, review, or update
- 4
Close or reschedule
Keep status and timing current
How records and settings behave
- Completing a task preserves its record link
- Ownership determines personal task views
- Due dates drive time-based organization
Working effectively
- Write tasks as concrete outcomes
- Keep one owner per task
- Reschedule with a clear reason and date
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Tasks and My Day?
Start with due and high-priority work
When is my work saved?
Completing a task preserves its record link
How do I confirm the result?
Return to the related list or detail view and review its current status. Due dates drive time-based organization