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Managing Task Smart Views

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Bytimothy A
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Overview: 

Managing Task Smart Views lets you create, customize, and save filtered or sorted views of your tasks based on specific criteria. This helps you quickly access relevant tasks, stay organized, and streamline task management according to your workflow preferences.

Follow these steps to manage task smart views:

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 Smart Views button.

Step 3: Click on Smart Views button.

Step 4: All saved smart views will be displayed.

Step 4: All saved smart views will be displayed.

Step 5: Hover over a saved smart view to reveal hidden actions, such as Edit and Delete, which you can use to modify or remove the selected smart view.

Step 5: Hover over a saved smart view to reveal hidden actions, such as Edit and Delete, which you can use to modify or remove the selected smart view.

Step 6: Click on a saved smart view to display its filtered view.

Step 6: Click on a saved smart view to display its filtered view.
Step 7: The system will then display the filtered view for the selected saved smart view.
Step 7: The system will then display the filtered view for the selected saved smart view.

Step 8: To create and save a new smart view, begin by applying filters to your tasks.

Step 8: To create and save a new smart view, begin by applying filters to your tasks.

Step 9: Once everything is set up, click on Search to proceed.

Step 9: Once everything is set up, click on Search to proceed.

Step 10: It will then populate the tasks according to the applied filter settings.

Step 10: It will then populate the tasks according to the applied filter settings.

Step 11: Click on Smart Views to proceed.

Step 11: Click on Smart Views to proceed.

Step 12: Click on Save Smart View.

Step 12: Click on Save Smart View.

Step 13: A pop-up window will appear, prompting you to enter a name for the smart view and choose a color for organization.

Step 13: A pop-up window will appear, prompting you to enter a name for the smart view and choose a color for organization.

Step 14: Click on Done to save and apply the changes.

Step 14: Click on Done to save and apply the changes.

Step 15: You can now view your newly saved smart view.

Step 15: You can now view your newly saved smart view.

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