How will a user know if tasks have been assigned to them?

How will a user be intimated of tasks assigned to be worked on and completed?

Within Uptics, if you have a task created (manually, or automated via sequence), it will show up as a Task Due inside the user's Sales Inbox!

It should also show as a notification in the notification bell in the upper right-hand corner of the screen.

Inside the Sales Inbox, you can also run and save filters for different task types (to-do's versus email replies, etc.) and save them as a task Smartlist.

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