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Posted on by Jamie Beer 7
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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Accounts or Contacts
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Sales Accelerator
    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.
  • Jamie Beer Profile Picture
    Jamie Beer 7 on at
    Sales Accelerator
    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.
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Sales Accelerator
    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. 
    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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