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How do I just have tasks appear on my Sales Dashboard?

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New Contributor

In addition to tasks showing I have emails logged or notes created

 

All I want is for upcoming tasks to show

 

Is that possible?

 

Many thanks

David

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Advisor

Hey David ( @SMEINSPROS )!

 

In the top right-hand corner of your dashboard, click on the Add Report button.  Then on the left-hand side navigate to Sales > Productivity.  You'll find a report that's specific to tasks there, I would just add that in:

 

Reports dashboard - Google Chrome 2019-06-18 08.08.26.png

 

Hope this helps!

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Advisor

Hey David ( @SMEINSPROS )!

 

In the top right-hand corner of your dashboard, click on the Add Report button.  Then on the left-hand side navigate to Sales > Productivity.  You'll find a report that's specific to tasks there, I would just add that in:

 

Reports dashboard - Google Chrome 2019-06-18 08.08.26.png

 

Hope this helps!

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New Contributor

Awesome thanks

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