Viewing and filtering Tasks

search tasks

Tasks are an important part of your day-to-day work and are critical in ensuring you follow up Opportunities or enquiries on time. To help, we provide the Tasks tab which is a very useful way of seeing what you still need to complete. Additionally, using filters you can see a whole host of other things such as Tasks that have already been completed, Tasks that have been assigned to colleagues and even Tasks that are due during a certain date range.

Viewing pending or completed Tasks

  • Head to the Tasks panel on the left hand sidebar
  • Once you are on the Tasks page simply click on Add filter and select ‘Completed’
  • Then you will be given two options ‘Completed: No’ for pending Tasks and ‘Completed: Yes’ for those Tasks you have accomplished

Completed tasks filter in RealtimeCRM

Task Status

Tasks status colours in RealtimeCRM

  • Green if 0-6 days until due (includes today)
  • Amber if 1 day overdue (yesterday)
  • Red if greater than 1 day overdue

Other ways to filter Tasks

To get a more detailed view of your Task list, you can use filters. Apply a filter allows you to see a sub-set of Tasks.

  • Click Add filter
  • You can then choose from all the other options such Due date, Company, Opportunity, Assignee, Project etc…
  • Once you have chosen your desired filter simply click on it for example. filtering by a specific Company
  • You can also remove any enabled filters at any time by clicking on them, they appear in a bubble to the left of the Add filter button, for example here is an enabled filter: Contact: Evangeline Mortimer Fitzgerald

Filter tasks by contact in RealtimeCRM

Remember you can also add Custom Fields to your Tasks and filter by those, giving you an ever wider scope for listing the Tasks you need.