Task Filters Overview

Using the filter feature offers a quick and easy way to find tasks by specific criteria like contacts, assignees, task status, and due dates.

This enhances the organization and management of tasks, helping you to concentrate on important activities and keep workflow well-organized.

1. Click "Contacts"

Click 'Contacts'

2. Click "Tasks"

Click 'Tasks'

3. Search Bar

By using the search bar, you can quickly find any particular task in your task list. This efficient feature simplifies the task search process, saving time and effort, and enables you to concentrate on finishing your duties.

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         Retry Cancel  Apply AssigneeclearAllNo results found   
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     ...'

4. Search By Contact

When you need to find a specific contact, use the search bar. Just type the contact's name into the search bar, and it will promptly find the contact's details, simplifying your process and boosting efficiency in handling your contacts.

Click 'Contacts  Smart Lists  Bulk Actions  Restore  Tasks Company Manage Smart Lists'

5. Search by Assignees

To only show tasks that are assigned to certain team members, you can use a user-based filter on your task list. This helps you concentrate on tasks given to specific people, making task management more efficient and promoting a more organized workflow within your team.

Click 'Contacts  Smart Lists  Bulk Actions  Restore  Tasks Company Manage Smart Lists'

6. Search by Status

To see tasks filtered by their current status, like pending or completed, you can employ this specific filter. It enables you to effectively sort and oversee tasks based on their stage of progress, assisting in prioritizing work and sustaining an efficient workflow.

Click 'Contacts  Smart Lists  Bulk Actions  Restore  Tasks Company Manage Smart Lists'

7. Search by Dates

By using this tab, you can arrange tasks by their creation date or upcoming due dates, either in ascending or descending order. This functionality aids in better organizing and prioritizing tasks, helping you manage your workload and deadlines more efficiently.

Click 'Contacts  Smart Lists  Bulk Actions  Restore  Tasks Company Manage Smart Lists'
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