Working with Tasks

Task management can be found in Sales, Information Manager and the Hub (Opener and Operations have tasks as well but are managed differently).  In each module you have the ability to sort and filter tasks so they can be viewed or arranged in your preferred method. 

From the Tasks page click Show Filters to display the set of options shown below. Once you’ve selected the criteria, click Search. Your list of tasks will display. Use the Sort option (by clicking on the column header) to arrange your tasks in order by Start date, Tasks Status, etc.


Was this article helpful?
0 out of 3 found this helpful