Filtering Tasks by Assigned User(s)

Filtering Tasks by Assigned User(s) lets you view only the tasks assigned to specific team members. This helps you track individual responsibilities, monitor progress, and manage workloads more efficiently.

Follow these steps to filter tasks by assigned user(s):

Step 1: On your Dashboard, navigate to the Tasks tab under the Customers section.

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Step 2: Click on the All users filter button then a pop-up menu will appear with a list of users. Check the user(s) you want to filter from the list.

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Step 3: Click on the Apply button to apply the filter.