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How do I see my tasks and clear "not seen"?

Open each assigned task to mark it seen, and use the filters to find yours.

You will have found the tasks assigned to you and cleared the "not seen" status.

Before you start

Nothing special. Without the read-all permission the task list already shows only tasks you created or were assigned.

Steps

  1. Open CRM → Tasks. There is no "assigned to me" tab; to narrow it, filter assignee to yourself.
  2. Click a task whose status is not seen to open its page.
  3. Move the status to in progress or done as you work, from the page or with Mark done in the list.
  4. Press Mark not completed if a done task needs reopening.

What you will see

Opening the task page changes not seen to open. Days left counts calendar days (today is 0); an overdue task is red.

If something goes wrong

  • Opening the list does not clear "not seen", and neither does anyone else opening the task. Only you, the assignee, opening the page does.
  • Status changes notify nobody.
  • You can comment on tasks you created or were assigned.

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