View sequence tasks

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

    • View sequence tasks assigned to you from the CSM Configurable Workspace.

    Before you begin

    Role required: sequence viewer [sn_crm_sequence.viewer]

    Procedure

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace.
    2. Select the List icon .
    3. Navigate to Sequences > My Sequence Tasks.
    4. View your in-progress sequence tasks by selecting My Active Sequence Tasks.
      For more information, see My sequence task list view.
    5. View the sequence steps for a record by selecting it.

    What to do next

    Engage with your prospective customers by following the activities in the sequence steps. For more information, see Complete predefined customer engagement tasks.