The Tasks Dashboard is your to-do list, built right into the system to help you stay focused and follow up like a pro.
This video shows you how to view, complete, and organize your daily action items so nothing slips through the cracks — whether it’s a callback, document request, or partner follow-up. You’ll learn how tasks are automatically created from workflows and how to manually assign them to yourself or teammates.
It’s simple, clean, and designed to keep your day on track. One minute here will help you close more by doing less guesswork.