HomeIntroduction to RubiCRMTasks/AlertsHow to view your tasks/alerts

4.2. How to view your tasks/alerts

To view your Tasks/Alerts you need to visit the Tasks/Alerts page.

The page can be opened from anywhere in RubiCRM.

Hover over the bell icon () where you can see at quick glance any tasks and alerts due.

 

To view the full list of tasks and alerts hover over the bell icon () and click View Tasks/Alerts.

 

This will open the Tasks/Alerts page showing you any tasks/alerts you have in the coming future.

 

You can use the date range picker to select the dates you wish to search or look for tasks/alerts from the past.

Knowledge Tags
Task  /  Alert  / 

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