View sequence tasks

  • Release version: Xanadu
  • Updated July 31, 2025
  • 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.
      The following table describes the details displayed on the list view.
      Table 1. My Sequence Task list view
      Column Description
      Number ID of the sequence task record.
      Sequence entity record Sales entity record that triggered the sequence. For example, lead.
      Sequence Sequence that created the sequence task record.
      Description Description of the sequence.
      State Current state of the sequence task. The available options are:
      • Work in progress
      • Completed
      Priority Priority of the sequence task.
      Due date Date by which the sequence task must be completed.
      Added at Timestamp when the sequence task was created.
    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.