All tasks card

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • The All tasks card aggregates tasks from multiple configurable tables and displays them in a tabbed layout.

    Each tab corresponds to a task type and shows the records related to the current account, consumer, or contact. The tabs shown depend on the plugins are installed on the instance. By default, service problem cases, cases, customer orders, work orders, complaint cases, and invoice cases are displayed if the following plugins are installed:

    • Customer Service Problem Management (sn_sprb_mgmt)
    • Customer Service (com.sn_customerservice)
    • Order Management (sn_ind_tmt_orm)
    • wm_order, (global)
    • Case Playbook for Complaints (sn_complaint)
    • Case Management for Invoice Operations (sn_csm_invoice)
    You can do the following:
    • Select the gear icon to personalize the columns that are displayed in each tab.
    • Add filters to the columns to customize the list of records displayed.
    • Select a link to drill down to the related record page.

    You can configure variables such as tables, display fields, and query conditions. See Configure the all tasks card variables for details.