Upcoming tasks surface in several places across Salesloft so you always know what actions are due and when. Use this guide to find your tasks in the Rhythm Focus Zone, on Person profile pages, and on Account profile pages.

After completing this guide, you will be able to:

Locate all upcoming tasks in the Rhythm Focus Zone
View tasks tied to a specific Person or Account from their profile page

In this article: 

• View Upcoming Tasks Steps
• How to Know It Worked
• Next Steps and Related Articles

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View Upcoming Tasks Steps

From the Rhythm Focus Zone:

1. Navigate to the homepage: Go to your Salesloft homepage.
2. Open the Rhythm Focus Zone: Click the Rhythm Focus Zone tab. All upcoming and due tasks appear here, prioritized by your Rhythm workflow.

Figure 1: Rhythm Focus Zone tab on the Salesloft homepage with task list visible

From a Person Profile Page:

1. Navigate to the Person record: Open the Person profile page for the individual whose tasks you want to view.
2. Locate upcoming tasks: Find the Upcoming Activities panel on the profile page — tasks assigned to this Person appear here.

 
Figure 2: Upcoming Activities panel on a Person profile page

From an Account Profile Page:

1. Navigate to the Account record: Open the Account profile page.
2. Locate upcoming tasks: Find the Upcoming Activities panel — tasks associated with People under this Account appear here.

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How to Know It Worked

You've successfully located your upcoming tasks when:

• Tasks appear in your Rhythm Focus Zone sorted by due date and priority
• Person- or Account-specific tasks appear in the Upcoming Activities panel on the relevant profile page

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Next Steps and Related Articles

Next: Run a Task in Salesloft: How to execute a task once you've found it
Related: Tasks in Salesloft: What Tasks are and how they fit into your Salesloft workflow
Related: Reschedule a Task in Salesloft: How to push tasks to a later date directly from the Rhythm Focus Zone