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Opening a Task

From Notification

  1. Open the notification you received (could be in form of e-mail, Slack message, or Salesforce Chatter)

  2. Click the [Open Task] button

    Open a Task - Notification email.png
  3. You may need to sign in

  4. You will then see your Task in full-screen mode

  5. Check task description and Task Role in the Task Overview panel

    Open a Task - Check Task Overview.gif



From Home page

  1. Sign in to Leap

  2. In Home page, look for "My Tasks" section

    Open a Task - Home page My Tasks.png
  3. Click the task you want to work on

  4. You will then see your Task in full-screen mode

  5. Check task description and Task Role in the Task Overview panel

    Open a Task - Check Task Overview.gif



From a Project

  1. Sign in to Leap

  2. Go to Projects page

  3. Open the project where the Task is located

  4. Go to Project Tasks page

  5. Click your Task to open it and set it as full-screen to have a better view

    Open a Task - From Project and full screen.gif