Tasks Menu

Use the Task menu to view various tasks assigned to yourself or others in your office.

Note: You must be licensed for Tasks to be able to use this feature. Tasks are included in the Essentials, Professional, and Premium packages. See Task Notification Settings for setup instructions.

The Task Menu gives you access to three different tabs:

  • My Tasks - Creating new tasks, completing tasks, messaging
  • All Tasks - A read-only list of all tasks assigned
  • OEC Tasks - If licensed, a list of tasks involving OEConnection® parts ordering

See Activity Tab, where you can access RO-specific and/or Opportunity-specific Tasks, Requests, and Notes.

How to