Task Management Month View

Task Management opens in Month View.

In month view you can:

• Scroll through months on the calendar.
• View the number of tasks assigned to the selected team member for each day of the selected month.
• See a representation of the following task statuses for each day on the calendar:
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• Select a team member and view their tasks for the selected month.

To open the Task Management Month View:

1. Select the Action Views tab.
2. Select the Action View Enables you to inquire on FinancialForce Reporting data and any other data held on the Salesforce platform. Uses dataviews, related content panes, and action view templates. Template associated with the Task Management component you want to view.
3. Click for the document you want to view the tasks for.
4. Click to select a different user.
5. Use and to scroll through the months on the calendar.
6. Hover over a day to see how many tasks exist for that day.
7. Double click a day to go to the Task Management day view.
8. Click to reset the selected user and date.