View a Task
To view a task, go to your Home page, click My Tasks, and open the task. If User Task Notification is set to run, you can click the link in the notification email you received.
To view a task assigned to a specific record regardless of the task owner, do the following:
- Open the record, click the Tasks panel, and click the Task Name link.
- From an open Task record, you can see the Record ID that the task is associated with. The Record ID refers to the primary ID of the page that the Tasks Process is connected to. For example, if the Tasks Process is connected to the Contacts Page, then the Record ID is the Contact ID.
However you choose to access it, the open Task record displays the details. If the user who assigned the task used the Attach to Current Record option, the Task record has a Record Preview tab where the attached record can be previewed and you can optionally go to the attached record.