- Add new task
- Filter your schedule tasks by type
- Navigate tasks by status (Overdue, Planned and Completed).
- Switch between summary/schedule view and Table view
- Overdue tasks (most recent 5 + click more for all)
- Open tasks (most recent 5 + click more for all)
- Completed tasks (most recent 5 + click more)
- Click the task name to open and view all details + options.
- The related contact/company with each task
- The inquiry/investor/project related to the task
- Click the Task menu for full task options
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