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Opt Into and Out of the New Task Workspace

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Applicable Roles/Permissions/Licenses

  • Roles: Any
  • Permissions: Any
  • Licenses: Workflow

Please Note: The opt-in and opt-out experience is available until May 1, 2023. After this date, all users will be automatically pushed to the enhanced task workspace experience.

Make it easier to understand your work with team members on the task and subtasks with the newly designed Task Workspace! It's intended to help you focus on the experience for users' work and streamlines the information seen when selecting a task. 

Opt Into the New Task Workspace

1.  Navigate to a client's contact record and select the Tasks tab.

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2.  Identify Tasks or Tasks w/ subtasks under the Task type column.

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3.  Click on a Task name in line with the applicable Task type.

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4.  On the Task Workspace, click on the gift icon on the bottom right.

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5.  Select Try it out.

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The enhanced Task Workspace pops up!

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Opt Out of the New Task Workspace

1.  Navigate to any Task Workspace.

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2.  Click on the gift icon on the bottom right.

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3.  Select Return to default to revert to the default experience.

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