To-Do Tasks ← header dropdown

1 min readUpdated Aug 28, 2026AllHow ToSuggest edit

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:

  1. Open the header task bell. The heading is To-Do Tasks.

  2. Click a row to go to that task’s opportunity Tasks tab when an opportunity is linked (#tasks).

  3. 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.

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