Mastering Task Filtering: Streamline Your Workflow in Aesthetix CRM

Learn how to effectively utilize task filters in Aesthetix CRM to streamline your workflow and enhance productivity. This guide provides step-by-step instructions on setting up and customizing filters to efficiently manage your tasks, ensuring you never miss an important deadline or priority again. Discover how to tailor filters to your specific needs, optimize task organization, and stay focused on what matters most.

1. Navigate to the 'Tasks' section in your dashboard.

1 Click on "Tasks".

2. Select the 'Contact' option in your task filters.

2 Afterwards, click on "Contact".

3. Proceed to filter your tasks by 'Assignee'.

3 Following that, click on "Assignee".

4. Refine the list further by choosing tasks that are 'Unassigned'.

4 Upload

5. Change your view to only display tasks with a certain 'Status'.

5 Click on "All".

6. Finally, sort your list by 'Dates' to see tasks in chronological order. And after that Refresh Data.

6 Click on "Due Date (Desc)".

Did this answer your question?

😞

😐

😁