To-Do Tasks ← header dropdown
On this pageReading: To-Do Tasks ← header dropdown1 / 5
What this page is for:
A header list of tasks still assigned to you (to-do only). It is a shortcut into My Tasks, not the full board.
Where: Top bar bell → To-Do Tasks
Footer link: View My Tasks → /portal/tasks/personal-tasks
Steps:
Open the header task bell. The heading is To-Do Tasks.
Click a row to go to that task’s opportunity Tasks tab when an opportunity is linked (
#tasks).Click View My Tasks for the full My Tasks board.
The count refreshes on a timer and when you create, edit, drag, or delete a task on My Tasks.
Related articles
Other guides in Tasks & Team
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