Task Table and Filtering

Task Table and Filtering

This article will guide you through changing the task table and Filtering option.

Task Table View Options

  1. Go to your Task Dashboard
  2. In the Dashboard upper right hand corner you will see the option next to Add Task button
  3. By default the dashboard is set to column
  4. Click the List View if you wish to change the dashboard to List View

Filtering the task view

This section will show you each type of Task:
  1. Properties & Listings - task that are linked to properties/listings are shown to this column
  2. Contacts - this shows task to each contacts
  3. Leads - task linked to your contact Leads
  4. Other - task with no further details
Info
Tasks can be filtered by Type, Status, Assignee, Role, Tags or Due Date

3. Saved Filters

Filters can then be saved so you don't have to add the filter every time or to create custom views.
Info
The saved filters section specifically applies to the Column View and is not accessible in List View
  1. Add the applicable filters
  2. Click the 'Save Filter' button
  3. Add the Filter name and press Save
  1. Your saved filters will then appear in this dropdown list