How do I see all tasks assigned to me?

Sales_Plus_Professional_Enterprise

You can see all tasks assigned to you on the Manage Tasks page in your ActiveCampaign account.

  1. Click Deals > Tasks on the left menu to go to the Manage Tasks page.
  2. Click the "Task Assigned To" dropdown and click your name from the list of options.

The Manage Tasks page will load all Contact tasks and Deal tasks in your account. Contact tasks will display a person icon, and deal tasks will show a dollar sign. These symbols will appear in the "Related To" column.

Completed tasks

Completed tasks will have a strikethrough in the "Title & Description" column and will have a status of Complete.

The "Related To," "Due Date," "Status," and "Type" columns will show grey text. The button next to the task will say "Edit task."

Incomplete tasks

Incomplete tasks do not have a strikethrough in the "Title & Description" column; they will have a status of Incomplete.

Due dates for overdue, incomplete tasks will be in red. Due dates for upcoming incomplete tasks will be in black. The button next to the task will say Complete.

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