The CRM provides some set options for filtering and viewing your tasks.
First, you can view your tasks in a Table or in a Board view.
Use the left-side menu to view tasks by the following criteria:
- All tasks
- Due today
- Due this week
You can also use the dropdown filters at the top to view by the following criteria:
- Users/owners of tasks
- Types of tasks (e.g. To-do, Emails, Calls)
- Due dates
Or you can use the search bar to locate a specific task.