View task details

View task details

What is View task details?

Each task row on Tasks shows the key follow-up information so you can act quickly in the field.

How to navigate

Tasks → scroll the task list Tap a task/account when you need full account options.

Using View task details

1. Open Tasks.
2. Review each card/row for:
   • Linked account / company name
   • Follow-up date and time
   • Task type
   • Priority
   • Notes (when present)
   • Completion status
3. Use Mark complete, Edit, Delete, or Add to Route from the row actions.

Features include

• Account name – Linked company/contact for the follow-up.
• Date / time – When the follow-up is scheduled.
• Task type – Call, Visit, Email, or your company’s types.
• Priority – Priority level for the task.
• Notes – Extra context for the follow-up.
• Status – Complete or not complete.
• Row actions – Complete, edit, delete, add to route.

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