How do I see all tasks assigned to me?

Tasks are available on the following plans:

  • Plus
  • Professional
  • Enterprise

To view all tasks assigned to you, or another user on your account, click "Contacts" located on the left side navigation:

From the Contacts overview page, click "Manage Tasks":

The Manage Tasks page will load all Contact tasks and Deal tasks in your account:

Tasks that have are greyed out have been marked as complete. Tasks with a green "Complete" button have not been marked as complete.

Use the "Task Assigned to" dropdown located in the filter bar to filter tasks by User:


The Manage Tasks page will display all tasks assigned to that user:

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