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 assign priorities to the tasks, set a due date, and status for the task in this widget.

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.