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Create a task

Open the task list or create a task directly on a contact or process. Give it a clear title, owner, and due date. Check that it is linked to the correct opportunity or customer. An activity records what happened. A task records what still needs to happen. Use each accordingly.

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Complete work

Filter by owner and state. Open the linked records, perform the work, and then mark the task complete. Update its due date if plans change.

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Daily worklist

The Daily worklist is a separately enabled area. It gathers upcoming work from available modules, including tasks, leads, opportunities, reservations, and messages. Open the underlying record from a suggestion and check its current state. An empty daily worklist does not mean there is no work in hidden or disabled modules. Check the relevant module’s own overview when needed.