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Utilize task views

  • Updated

To view all of the tasks assigned to you, perform the following steps.

  1. Scroll down the left-hand side to the Views and click into it
  2. Default base shown is Incomplete Tasks
  3. Create a new view to customize desired task view
    • Fields include and not limited to:
      • Task Status
      • Task Due Date
      • Task Completed
      • Assignee Name
      • PO Status
      • PO Number
  4. Favorite a view for it to be one click away from quick analysis