When you navigate to Agenda, at the top of the screen above the calendar, you'll find an overview of tasks, calls and meetings. But which ones will you actually see here?
Do you prefer to watch our instructive video first? You can do so right here:
You'll find all due, overdue and scheduled tasks here, also the ones you've marked as 'done'. You can filter on tasks made by you, open tasks, closed tasks and unassigned tasks by navigating to your smart segments:
You'll find all due, overdue and scheduled calls here, also the ones you've marked as 'done'. As with the tasks, you can filter on the open or closed calls by navigating to your smart segments.
You'll find all meetings that haven't been marked as done yet.
Once you've tracked time on your tasks, calls or meetings, they can be found in the module 'Timesheets' with the user that tracked time on them, and in the activities (history) of the respective customer.