Reviewing your outstanding tasks

  1. Go to your Tasks:

    • In Salesforce Lightning Experience, go to the Today's Tasks tile on your Home page:

      Screenshot: Task tile in the Salesforce Lightning Experience, showing Today's Tasks

      You can change the view of your task list by using the picklist at the top right of the My Tasks section:

      Screenshot: Picklist in the Tasks tile in the Salesforce Lightning Experience

  • In Salesforce Classic interface, go to the My Tasks list on your Home page:

    Screenshot: My Tasks view in the HR Manager Portal

    You can change the view of your task list by using the picklist at the top right of the My Tasks section:

    Screenshot: My Task time based filter

  1. Select a link in the Subject column to go to the Task Detail page for that task. Select a name in the Related To column to go to that Team Member's detail page.

    The Task Detail page includes icon links to display your calendar and task list, buttons to help you manage your tasks, and a link to any attachments associated with the task:

    Annotated screenshot: Task Detail page