Tasks are great because you create them once, and they have a way of showing up everywhere to remind you of your to-do’s.
- Tasks will be on the activity timeline of the object it’s connected to (example: Contact and Listing)
- Tasks will show up on your Home tab, based on what you have due today
- Tasks will show up on your Tasks tab, where you can see a list of all Tasks due, and check them off if complete
- Tasks will appear as an ‘alarm bell’ notifier on the top right of your screen when you log in
- Tasks will appear on your mobile phone if you have the Salesforce app installed and connected to your username and password used for Ascendix
- Tasks will also appear on the right-side panel of your email if you have Gmail or Outlook configured!
There is no way tasks are slipping between the cracks now!