What is the difference between tasks and messages?

The main difference between tasks and messages is that messages are always due now – tasks can be set in advance of action being required (so they act more like reminders).

Messages are sent either by right clicking in a record and selecting 'Quick Message', or by clicking into the message icon at the top of Expert Agent:

You will read new messages by clicking on the message symbol also.

If you have a new task, it will be visible via the tasks pod on the homepage or on the tasks grid. For more information on these see the How do I work with tasks? FAQ.