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Live Search
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Info
  • Tasks are selected in the center column of the Inbox.

  • Tasks are completed in the right column of the Inbox.

Tip

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Click the Inbox tab to navigate to the Inbox.

The number badge

  • The center column of the Inbox page is the user’s assigned tasks.

  • Each task card shows the title, the organization, the campaign to which the task is associated, and the task type.

  • If a task is At Risk or Overdue a badge indicating the status appears on the task card.

  • Tabs for Task completion, Assignments, and Log entries are to the right of the

Inbox tab indicates total active tasks

Filter the tasks that are visible using the left sidebar.

The cards above the task area indicate progress and uncompleted work.
Task view, assignments, and log entries.
The cards in the task area display metrics for the selected task.
Users complete tasks here.
  • Task list.

  • Details and task fields for the highlighted task are displayed to the right of the task list.

  • Task details include status, number of points assigned, estimated duration of the task, due date and date the task was assigned. If data is not available, the cards will not display.

  • Instructions and task fields are below the task details. This is where the task is completed.

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