web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Task list for salesper...
Small and medium business | Business Central, N...
Unanswered

Task list for salesperson as a bookmark

(0) ShareShare
ReportReport
Posted on by PioneerMike 36

On the Salesperson Card you can open a Task List with all open tasks for that salesperson. It would be nice if a salesperson could bookmark this list to have very quickly an overview of his open tasks but his is not possible. What is the easiest way for a salesperson to have an overview of his tasks without having to search to far with too many clicks?

I have the same question (0)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the January Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 2,091 Super User 2026 Season 1

#2
YUN ZHU Profile Picture

YUN ZHU 1,032 Super User 2026 Season 1

#3
Dhiren Nagar Profile Picture

Dhiren Nagar 946 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans