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Filtering Tasks

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Bytimothy A
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Overview: 

Filtering Tasks lets you sort and view tasks based on specific criteria, such as status, assigned user, due date, or priority. This helps you quickly find relevant tasks, stay organized, and manage workloads more efficiently.

Follow these steps to filter tasks:

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

Step 2: You will then be navigated to the Tasks tab.

Step 2: You will then be navigated to the Tasks tab.

Step 3: Click on the Filters button next to the Density button.

Step 3: Click on the Filters button next to the Density button.

Step 4: The filtering pop-up window will appear, allowing you to set your desired filter criteria. You can filter your tasks by Date Range, Tasks With Comments, Priority, Created By, Assign To, and Completed.

Step 4: The filtering pop-up window will appear, allowing you to set your desired filter criteria. You can filter your tasks by Date Range, Tasks With Comments, Priority, Created By, Assign To, and Completed.

Step 5: Click on the Search button to apply the filter.

Step 5: Click on the Search button to apply the filter.

Step 6: You can now view all tasks that correspond to your filter settings.

Step 6: You can now view all tasks that correspond to your filter settings.

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