Managing a person profile's tasks

To view and manage tasks in a person's profile:

  1. In the command bar, click on Profiles.
  2. Select People from the dropdown menu.
  3. In the Current List of People table, you can use the various navigation options to help locate the person you are looking for:
    1. Use the search box to filter the list of profiles by name or email address.
    2. Use the page controls to change how may profiles display at once and to navigate between pages.
    3. Click on a column heading to sort by that column in ascending order. Click it a second time to sort in descending order.
  4. To view the person's profile, click on their name in the Name column.
  5. Use the options in the Tasks box to manage tasks with that person.
    1. Use the search box to find for tasks by subject.
    2. Use the page controls to navigate the list of tasks
    3. Click on the task's subject to view its details.
    4. To edit a task, click on its Edit (mode_edit) icon in the Actions column.
    5. To permanently delete a task, click on its Delete (delete_forever) icon in the Actions column.
    6. Click on the Refresh button to refresh the list of tasks.
    7. Click on the New Task button to add a new task for that person.

Selecting a profile to manage, part 1

Selecting a profile to manage, part 2

Related Articles