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My Tasks & Follow-ups

My Tasks & Follow-ups helps users review pending work and scheduled follow-ups directly from the dashboard.

Purpose​

  • Show tasks assigned to the current user.
  • Highlight follow-ups linked to the user's allocated enquiries.
  • Help users identify what needs immediate attention.

What is displayed​

  • Tasks assigned to the current user
  • Follow-ups set on enquiries allocated to the current user

Details shown​

Each record displays:

  • Lead or Enquiry type
  • Due date and time
  • Status: Today, Upcoming, or Overdue
  • Title