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Sales Accelerator

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Posted on by Jamie Beer

We are using Sales Accelerator for basic task management. We are not using it for sequences. However when a task is created on an account I am noticing that its not appearing in Sales Accelerator and I cannot figure out why. Some tasks will show in Sales Accelerator and some will not and I cannot figure out why.

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Leah Ju Microsoft Employee on at

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Hi Partner,

Do you mean the work list? Created task records not appearing in the list?

-The work list displays a list of records that are assigned to you or the security role you're associated with.

-The records display activities that are due for the current date—or pending from previous dates—that were created manually or through a sequence.

You mentioned that not all tasks don't show up, just some, right?

If so, you can check 'filters' of the work list:

--Use filters to prioritize the records in the work list so you can reach customers at the right time.

https://learn.microsoft.com/en-us/dynamics365/sales/prioritize-sales-pipeline-through-work-list#filter-sort-and-more-options

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

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Jamie Beer 7 on at

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Thank you for your response. Yes I am referring to "my work list". I have attached a screenshot to help explain what's happening.
You can see in the Activities timeline there are 3 manual activities that a user created for the account of Forvis. However only one of these activities are appearing in the work list.
I have looked at filters and do not see any that would be causing the other 2 activities to not display in the work list.

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Leah Ju Microsoft Employee on at

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Hi Jamie,

It seems that it is by-design, only one activity can be shown.

When I try to edit the appearance of the work item, the area showing the activity cannot be edited.

Customize the appearance of work items in sales accelerator | Microsoft Learn

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