1. Click "Tasks"

2. Filter list by "Task Type"

N.B. This is a great way to create productivity blocks of time!

3. Click here to open the task

4. Task Panel

5. Click here to access the client record

6. Client Record

7. Click here to access the contact record

8. Contact Record

9. Click here to open the record the task is linked to

10. The Related Quotation

11. Click "Tasks Tab"

12. And you can also view, edit and complete the task

13. View progress of related tasks in your pipeline views