Are you interested in seeing a list of only today’s tasks in CRM On Demand? Here are instructions to help you create that list and add it to your Favorite Lists, so you can access it with a single click.
1. From either the Home or Calendar page, click the Show Full List link in the Open Tasks section.
2. Click the Menu button and select Refine List.
3. Click the drop-down arrow to change the condition for the Due Date field to Today.
4. Make any other adjustments to the list (such as displayed columns or sort order) and then click the Save button.
5. Enter a name in the List Name field, such as Today’s Tasks.
6. Click the Save and Run button. The list will run and display on the Activities List page.
7. Click the Menu button again and select Manage Lists.
8. Locate your new list and click the Add to Favorites (
) button.
The list will now be listed in the Favorite Lists section of the Action bar. Simply click the link to see the list anytime you’re in CRM On Demand.
