You can use the Actions dashboard to record dates for actions and manage outstanding tasks efficiently.
Recent meeting tasks
Under Recent Meeting Tasks, you can see a list of your tasks. To open a specific
task, simply click the eye icon next to it.
View all recent tasks
If you need to view all your recent tasks, simply follow these steps.
Scroll to the bottom of the page, then click the View all Recent Tasks hyperlink.
Use your filters to narrow down the displayed tasks.
Status
Client Name
Assigned to
Due Date
To edit, click the pencil icon in the task line.