- From the main menu select Tools.
- Highlight Tasks. Then select either My Tasks or Another's Tasks depending on whose tasks you wish to view.
- If you choose Another’s Tasks the User Search opens. You may search by Salsa CRM User ID or Salsa CRM User Number. You may use the * (asterisk) wildcard if you are unsure of the exact ID or number. Enter your desired search parameter, choose the Search button, select the desired user, and then press the Enter key on your keyboard.
- The Tasks screen will be displayed listing all of the existing tasks for the Salsa CRM User for whom you searched.
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