This improves task organization and management, enabling you to focus on critical activities and maintain a well-structured workflow.
1. Start by clicking on Contacts in the navigation menu.
2. Now, switch to the Tasks section.
3. Type to search for a specific task using the search bar provided.
Utilize the search bar to quickly locate any specific task in your task list. This efficient feature simplifies the task search process, saving time and effort, and allows you to focus on completing your tasks.
4. Next, filter tasks by selecting the Contact filter option.
When you need to find a particular contact, simply enter the contact's name in the search bar. This quickly retrieves the contact's details, streamlining your process and enhancing efficiency in managing your contacts.
5. Continue by choosing the Assignee filter for more specific results.
To view tasks assigned to specific team members, apply a user-based filter in your task list. This helps you concentrate on tasks assigned to particular individuals, improving task management efficiency and fostering an organized workflow within your team.
6. Then, refine your search by status using the available status options.
Use this filter to view tasks categorized by their current status, such as pending or completed. This allows effective sorting and oversight of tasks based on their progress stage, aiding in task prioritization and maintaining an efficient workflow.
7. Finally, sort tasks by clicking on Due Date (Desc) to organize them by date.
Arrange tasks by creation date or upcoming due dates using this feature, in either ascending or descending order. This functionality facilitates better organization and prioritization of tasks, helping you manage workload and deadlines more effectively.
