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Viewing All Tasks by Folder

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Bytimothy A
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Overview: 
Viewing All Tasks by Folder lets you organize and access tasks based on the folder they belong to. This helps you group related tasks together, making it easier to locate, manage, and track work within specific categories or projects.
Follow these steps to view all tasks by folder: 
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 the Folder icon next to + Task to expand the dashboard.

Step 3: Click the Folder icon next to + Task to expand the dashboard.

Step 4: Or click the Expand icon in the top-right corner.

Step 4: Or simply click the Expand icon in the top-right corner.

Step 5: The folder list will be displayed on the left-hand side of your screen.

Step 5:The folder list will be displayed on the left-hand side of your screen.

Step 6: Choose a folder from the list and click it to proceed.

Step 6: Choose a folder from the list and click it to proceed.

Step 7: You can now view your tasks in the selected folder.

Step 7: You can now view your tasks by the selected folder.

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