Quickly Create Follow Up Tasks

You can quickly add follow up tasks by clicking the lightning icon at the top-right of the person's task box on their profile. The task will be assigned to the current user who is creating the task. You can add a more specific/detailed follow up task by clicking the plus icon at the top-right of the person's task box on their profile. Clicking the p...

View Completed Tasks

Completed tasks are hidden by default on a person's page, but you can easily view these by pressing the 'Show completed tasks' button at the bottom of the Tasks list. The date and time listed on a completed task reflects when the task was marked as completed. Note: The 'Show completed tasks' button only appears when there is at least one completed t...