Access tasks from the Contact Profile page

Owned by Matt Kepple
Last updated: Dec 21, 2022 by Divyum Goel (Unlicensed)
1 min read

Once this feature is fully released you will be able to access tasks relating to a specific contact from their Contact Profile Page.

Steps

This feature is in beta and undergoing testing.

You can access tasks relating to a contact by using the Task Filters on the Manage Tasks page.

  1. Go to the Contact Profile page of the contact whose tasks you want to see

  2. A box appears on the right called Tasks