8 My Diary

This topic describes the information to track the to-do list for a relationship manager.

The relationship managers can add entries or the tasks that they need to perform in near future. The relationship manager can also assign priorities to the tasks, set a due date, and status for the task in this widget.

Figure 8-1 My Dairy

Description of "Figure 8-1 My Dairy"

Figure 8-2 My Diary - Expanded View

Description of "Figure 8-2 My Diary - Expanded View"

In the expanded view, the records can be filtered on the following parameters:

• Priority
• Due Date
• Status

For more information on the columns in the expanded view, refer to the Column Description table:

Table 8-1 My Diary - Column Description

Column	Description
Task Subject	Displays the subject of the task to be completed.
Date Created	Displays the date on which the task is created.
Due Date	Displays the due date for the task to be completed.
Priority	Displays the priority of the task to be completed.
Status	Displays the status of the task to be completed.
Assigned by	Displays the ID of the user who assigned the task.
Description	Displays the description of the task.