Finding Assigned Cases

  1. Navigate to the My Day tab.
  2. Click into the To Do section:
    1. Click into the Schedule tab to see your assigned Salesforce tasks that have due dates.
    2. Click into the Next 7 Days tab to see your assigned Salesforce tasks that are due in the next 7 days.
    3. Click into the Task tab to see a list of your assigned Salesforce tasks.

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