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Viewing Pending Tasks for a Company

The Pending window makes it easy to see any outstanding tasks related to the selected Company. These include:

Tasks associated with the company, assigned to local users

Project tasks assigned to the company's employees.

When you assign a follow up task for a company or for any of the employees of that company, the task will appear in the Pending Tasks window whenever that company is displayed in the Company window.

On assigning the follow up task, you choose which user is responsible for completing the task. That user receives the task into his personal task list. When the user marks the task as complete, the task will disappear from the Pending window.

Any project tasks assigned to any of the company's employees will also be shown in the Pending window. When a project task is assigned to a contact, the contact receives an e-mail message informing him of the assigned task. The contact can reply to the message, indicating his progress. The project task will remain in the Pending window until the contact replies that he has completed the project task.


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